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WHITE SAND WEALTH MANAGEMENT

LIBERTY, MO · CRD 304614 · IAPD ↗ · whitesandwealth.com · 816-429-6743

$172.4MRegulatory AUM
5Advisory reps
7Employees
8Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — WHITE SAND WEALTH MANAGEMENT (LIBERTY, MO) is newly SEC-registered with $111.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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