The SANCHEZ WEALTH MANAGEMENT is a privately held investment adviser that advises $285.85mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SANCHEZ WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 4.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9160 DOUBLE DIAMOND PARKWAY SUITE 100, RENO, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 150% over the last 4-years.
Their $285.85mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $155.87mn or 54.53% of Total Assets and High Net Worth Individuals own $129.98mn or 45.47% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SANCHEZ WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.