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SANCHEZ WEALTH MANAGEMENT GROUP, LLC

JACKSONVILLE, FL · CRD 169274 · IAPD ↗ · sanchezwealth.com · 904-281-9261

$571.2MRegulatory AUM
3Advisory reps
3Employees
1Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — SANCHEZ WEALTH MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($465.5M -> $571.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — SANCHEZ WEALTH MANAGEMENT GROUP, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — SANCHEZ WEALTH MANAGEMENT GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — SANCHEZ WEALTH MANAGEMENT GROUP, LLC reported RAUM up 36% ($342.2M -> $465.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
October 2024 — SANCHEZ WEALTH MANAGEMENT GROUP, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — SANCHEZ WEALTH MANAGEMENT GROUP, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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