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Building 2SANDLAPPER WEALTH MANAGEMENT, LLC

Map pinGREENVILLE, SC
Phone864-679-4701
NotebookSEC #801-79219
Total AUM
$228.8M
Employees
17
Clients
1,009

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
406 N. PLEASANTBURG DR
GREENVILLE
SC 29607
United States
Operating Hours
8:30 A.M.-5 P.M.
Monday - Friday
Phone
864-679-4701
Other Offices
5

ReceiptFinancials

Total AUM
$228.8M
Accounts
1,009
Discretionary
$80.7M
Accounts
811
Non-Discretionary
$148.1M
Accounts
198

ContactClients

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Individual Clients
906
AUM
$110.7M
HNW Individual Clients
94
AUM
$73.4M
Corporation or Business Clients
9
AUM
$44.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Regulatory ProceedingSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKAZCACOFLGAHIILINKYMDMNMONDNJNVNYOHORPASCTNTXWA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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