# SARD WEALTH MANAGEMENT GROUP, LLC

SARD WEALTH MANAGEMENT GROUP, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 123457
- Type: SEC-registered investment adviser
- SEC file number: 801-68891
- Location: 5607 GLENRIDGE DRIVE, SUITE 275, BUILDING II, ATLANTA, GA, 30342
- Phone: 404-843-4483
- Latest filing: 2026-02-10
- Regulatory AUM: $464.0M
- Discretionary AUM: $430.7M
- Non-discretionary AUM: $33.3M
- Clients: 3
- Accounts: 1,127

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan No Middle Name Sard | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SARD JONATHAN NO MIDDLE NAME | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SARD JONATHAN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Jonathan (No Middle Name) Sard | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123457/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123457/similar
- Related entities: https://search.stillhousedata.com/firm/123457/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123457

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.