# SANCHEZ WEALTH MANAGEMENT GROUP, LLC

SANCHEZ WEALTH MANAGEMENT GROUP, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 169274
- Type: SEC-registered investment adviser
- SEC file number: 801-78772
- Location: 5150 BELFORT RD., SUITE 702, JACKSONVILLE, FL, 32256-6038
- Phone: 904-281-9261
- Latest filing: 2026-02-20
- Regulatory AUM: $571.2M
- Discretionary AUM: $571.2M
- Clients: 3
- Accounts: 1,502

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Christen Lee Sanchez | PRESIDENT, CCO, MANAGING MEMBER | — |
| SANCHEZ CHRISTEN LEE | PRESIDENT, CCO; PRESIDENT, CCO, MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169274/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169274/similar
- Related entities: https://search.stillhousedata.com/firm/169274/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169274

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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.