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SANDLOT PRIVATE WEALTH LLC

OREM, UT · CRD 335925 · IAPD ↗ · sandlotwealth.com · 801 428 7744

$305,047Regulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
October 2026 — SANDLOT PRIVATE WEALTH LLC notice-filed in CO, CT, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — SANDLOT PRIVATE WEALTH LLC (OREM, UT) is newly SEC-registered with $0 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.