SANDHILL WEALTH MANAGEMENT, INC.

SANDHILL WEALTH MANAGEMENT, INC. of WINTER PARK, FL is an SEC-registered investment adviser (CRD 291649). Regulatory assets under management: $118.5M.

Registration

• CRD: 291649
• SEC file number: 801-135386
• Type: Registered investment adviser
• Location: 831 WEST MORSE BLVD, WINTER PARK, FL, 32789
• Phone: 321-6629270
• Latest filing: 2026-03-27
• Regulatory AUM: $118.5M
• Discretionary AUM: $118.5M
• Clients: 2
• Accounts: 217

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 291649 on SEC IAPD (source of record)
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