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SANDRO WEALTH MANAGEMENT LLC

FAIRFIELD, NJ · CRD 332113 · IAPD ↗ · sandrowealth.com · 2016613416

$227.6MRegulatory AUM
11Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — SANDRO WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — SANDRO WEALTH MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — SANDRO WEALTH MANAGEMENT LLC reported RAUM up 124% ($101.7M -> $227.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2026 — SANDRO WEALTH MANAGEMENT LLC grew from 5 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
December 2025 — SANDRO WEALTH MANAGEMENT LLC notice-filed in ID, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — SANDRO WEALTH MANAGEMENT LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
June 2025 — SANDRO WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
April 2025 — SANDRO WEALTH MANAGEMENT LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — SANDRO WEALTH MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — ARCHLIGHT WEALTH MANAGEMENT LLC is now doing business as SANDRO WEALTH MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2025 — SANDRO WEALTH MANAGEMENT LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2025 — ARCHLIGHT WEALTH MANAGEMENT LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
January 2025 — ARCHLIGHT WEALTH MANAGEMENT LLC notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — ARCHLIGHT WEALTH MANAGEMENT LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 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.