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SARD WEALTH MANAGMENT GROUP, LLC

ATLANTA, GA · CRD 123457 · IAPD ↗ · 404-843-4483

$464.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — SARD WEALTH MANAGMENT GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — SARD WEALTH MANAGMENT GROUP, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2024 — SARD WEALTH MANAGMENT GROUP, LLC now reports custody of client assets ($11.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.