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Sandhill Wealth Management, Inc.

Headquartered in WINTER PARK, FL

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Firm Information

Sandhill Wealth Management, Inc. is an investment advisor with approximately $64,105,939 in regulatory assets under management. The firm provides portfolio management for individuals and has clients including corporations or other businesses, charitable organizations, and high-net-worth individuals.

Sandhill Wealth Management, Inc.

$64.11M

Assets Under Management

62

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SANDHILL WEALTH MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

WINTER PARK, FL

Advisors at Sandhill Wealth Management, Inc.

View All 2 Advisors
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Edward Henry Jennings

RA

WINTER PARK, FL

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David A Gulacsy

RA

WINTER PARK, FL

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Disclosures

There are no public disclosures for Sandhill Wealth Management, Inc..

Frequently Asked Questions (7)

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