SANDLOT PRIVATE WEALTH LLC

SANDLOT PRIVATE WEALTH LLC of OREM, UT is an SEC-registered investment adviser (CRD 335925). Regulatory assets under management: $305K.

Registration

• CRD: 335925
• SEC file number: 801-134313
• Type: Registered investment adviser
• Location: 1510 E. 840 N., OREM, UT, 84097
• Phone: 801 428 7744
• Latest filing: 2026-07-14
• Regulatory AUM: $305K
• Discretionary AUM: $305K
• Clients: 4
• Accounts: 21

Business model

Compensation: % of AUM, Performance.

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

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335925 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search