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SANDBOX FINANCIAL PARTNERS, LLC

BETHESDA, MD · CRD 297858 · IAPD ↗ · (301) 214-4190

$681.7MRegulatory AUM
8Advisory reps
11Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — SANDBOX FINANCIAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2025 — SANDBOX FINANCIAL PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — SANDBOX FINANCIAL PARTNERS, LLC crossed $500M in regulatory AUM ($463.7M -> $575.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
March 2025 — SANDBOX FINANCIAL PARTNERS, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
June 2024 — SANDBOX FINANCIAL PARTNERS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — SANDBOX FINANCIAL PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — SANDBOX FINANCIAL PARTNERS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — SANDBOX FINANCIAL PARTNERS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
March 2024 — SANDBOX FINANCIAL PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2024 — SANDBOX FINANCIAL PARTNERS, LLC reported RAUM up 27% ($364.5M -> $463.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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