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Building 2WHITE SAND WEALTH MANAGEMENT

Map pinLIBERTY, MO
Phone816-429-6743
NotebookSEC #801-130027
Total AUM
$172.4M
Employees
7
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 S WATER STREET
LIBERTY
MO 64068
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
816-429-6743

ReceiptFinancials

Total AUM
$172.4M
Accounts
197
Discretionary
$172.4M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$37.1M
HNW Individual Clients
55
AUM
$128M
Pension/Profit Sharing Plan Clients
5
AUM
$4.3M
Charitable Organization Clients
3
AUM
$298.2K
Government Entity Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMOTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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