Sancus Wealth Management LLC

Sancus Wealth Management LLC (CRD# 313226) is a financial advisory firm headquartered in Miami, FL. They manage $22,482,490 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2000 South Dixie Highway, Suite 110, Miami, FL 33133
https://www.linkedin.com/company/sankus-solutions/about/
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $488,750
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Sancus Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Miguel Garcia Cardona, financial advisor Miami FL
Miguel Garcia Cardona
CRD#: 6847966
2000 South Dixie Highway, Suite 110, Miami, FL 33133

Miguel Garcia Cardona (CRD# 6847966) is an Investment Advisor Representative working at Sancus Wealth Management LLC in Miami, FL and has over 6 years of experience in the finance industry.

2
Javier Loreto, financial advisor Miami FL
Javier A. Loreto
CRD#: 5901189
2000 South Dixie Highway, Suite 110, Miami, FL 33133

Javier Loreto (CRD# 5901189) is an Investment Advisor Representative working at Sancus Wealth Management LLC in Miami, FL and has over 12 years of experience in the finance industry.

3
Carlos Klemprer, financial advisor Miami FL
Carlos L. Klemprer
CRD#: 6420277
2000 South Dixie Highway, Suite 110, Miami, FL 33133

Carlos Klemprer (CRD# 6420277) is an Investment Advisor Representative working at Sancus Wealth Management LLC in Miami, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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