SANCHEZ WEALTH MANAGEMENT GROUP, LLC

SANCHEZ WEALTH MANAGEMENT GROUP, LLC of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 169274). Regulatory assets under management: $571.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Christen Lee SanchezPRESIDENT, CCO, MANAGING MEMBER
SANCHEZ CHRISTEN LEEPRESIDENT, CCO; PRESIDENT, CCO, MANAGING MEMBER

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