1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SARD WEALTH MANAGMENT GROUP, LLC

Map pinATLANTA, GA
Phone404-843-4483
NotebookSEC #801-68891
Total AUM
$464M
Employees
3
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5607 GLENRIDGE DRIVE
SUITE 275, BUILDING II
ATLANTA
GA 30342
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
404-843-4483

ReceiptFinancials

Total AUM
$464M
Accounts
1,127
Discretionary
$430.7M
Accounts
1,114
Non-Discretionary
$33.3M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
164
AUM
$52.5M
HNW Individual Clients
155
AUM
$381.5M
Pension/Profit Sharing Plan Clients
6
AUM
$29.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account