SANCHEZ WEALTH MANAGEMENT, LLC
SANCHEZ WEALTH MANAGEMENT, LLC of RENO, NV is an SEC-registered investment adviser (CRD 153010). Regulatory assets under management: $130.6M.
Registration
- CRD: 153010
- SEC file number: 801-71253
- Type: Registered investment adviser
- Location: 5470 KIETZKE LANE, SUITE 140, RENO, NV, 89511
- Phone: 775-853-1600
- Latest filing: 2012-04-25
- Regulatory AUM: $130.6M
- Discretionary AUM: $53.9M
- Non-discretionary AUM: $76.7M
- Clients: 6
- Accounts: 1,671
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SANCHEZ JON GREGORY | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| KALICKI JAMES ANTON | MEMBER | — |
More on this firm