Sanchez Wealth Management Group, LLC

Sanchez Wealth Management Group, LLC (CRD# 169274) is a financial advisory firm headquartered in Jacksonville, FL. They manage $124,392,006 in 546 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $227,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, NH

Financial Advisors at Sanchez Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christen L. Sanchez
CRD#: 2885667
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256
96
Wealthminder
score

Christen Sanchez (CRD# 2885667) is an Investment Advisor Representative working at Sanchez Wealth Management Group, LLC in Jacksonville, FL and has over 19 years of experience in the finance industry. Christen Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua S. Mandelkorn
CRD#: 5889501
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256
93
Wealthminder
score

Joshua Mandelkorn (CRD# 5889501) is an Investment Advisor Representative working at Sanchez Wealth Management Group, LLC in Jacksonville, FL and has over 5 years of experience in the finance industry.

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