Data / Investment advisers / Florida / Sanchez Wealth Management Group, LLC
Sanchez Wealth Management Group, LLC, Jacksonville, FL: $571 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sanchez Wealth Management Group, LLC is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $571 million in regulatory assets under management in its Form ADV filed February 20, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Sanchez Wealth Management Group, LLC (CRD number 169274): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 169274
- SEC file number
- 801-78772
- SEC status
- Approved, effective November 12, 2013
- Main office
- 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256
- Phone
- (904) 281-9261
- Website
- sanchezwealth.com
- Regulatory AUM
- $571,211,120 in the Form ADV filed February 20, 2026
- Discretionary AUM
- $571,211,120
- Accounts
- 1,502
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 172 | $419.9 million |
| Individuals (other than high net worth individuals) | 366 | $140.6 million |
| Pension and profit sharing plans | 2 | $6.4 million |
| Corporations or other businesses | 4 | $4.2 million |
| Charitable organizations | 1 | $71,851 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $571.2 million | February 20, 2026 |
| December 1, 2025 | $465.5 million | May 27, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Timucuan Asset Management Inc | Jacksonville | $3.81 billion | 1 | adviserinfo.sec.gov |
| Gryphon Wealth | Jacksonville | $3.24 billion | Not listed | adviserinfo.sec.gov |
| Water Street Capital, Inc. | Jacksonville | $1.42 billion | 5 | adviserinfo.sec.gov |
| Nesteggs, Inc. | Jacksonville | $911.3 million | Not listed | adviserinfo.sec.gov |
| Augustine Asset Management Inc | Jacksonville | $783.3 million | Not listed | adviserinfo.sec.gov |
| Jacksonville Wealth Management | Jacksonville | $533.5 million | Not listed | adviserinfo.sec.gov |
| St. Johns Investment Management Company, LLC | Jacksonville | $374.8 million | Not listed | adviserinfo.sec.gov |
| Lynk Capital Management Company, LLC | Jacksonville | $359.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sanchez Wealth Management Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.