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

Building 2SANCHEZ WEALTH MANAGEMENT, LLC

Map pinRENO, NV
Phone775-853-1600
NotebookSEC #801-71253
Total AUM
$130.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5470 KIETZKE LANE
SUITE 140
RENO
NV 89511
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
775-853-1600

ReceiptFinancials

Total AUM
$130.6M
Accounts
1,671
Discretionary
$53.9M
Accounts
574
Non-Discretionary
$76.7M
Accounts
1,097

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
SEMINARS AND EDUCATION PRODUCTS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CANV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account