Sandlapper Wealth Management, LLC

Sandlapper Wealth Management, LLC (CRD# 41534) is a financial advisory firm headquartered in Greenville, SC. They manage $143,723,598 in 891 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $161,306
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, FL, GA, HI, IL, KY, LA, MD, MN, MO, NC, ND, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA

Financial Advisors at Sandlapper Wealth Management, LLC
Showing 1 - 10 of 28 top financial advisors.
1
Robert L. Boggess
CRD#: 5007422
2312 Eastlake Ave. E, Seattle, WA 98102
100
Wealthminder
score

Robert L. Boggess is the Founder and CEO at IREXA Financial Services / Wealth Management in Seattle, WA and has over 10 years of experience in the financial industry. (CRD# 5007422) Investment Advisor Representative.

 

Registered Representative – Sandlapper Securities, LLC (AZ, CA, CO, MT, OR, PA, SC, VA, and WA).

Registered Investment Advisor Representative – Sandlapper Wealth Management LLC (CA, WA).

Securities Registrations: Series 7, 22, 62, 63, and 65

Insurance License: Insurance Producers License (WA)

Licensed Real Estate Broker - RE/MAX Metro Realty, Inc.

 

***Securities are offered through Sandlapper Securities, LLC (SLS), member FINRA/SIPC. Advisory services offered through Sandlapper Wealth Management LLC (SLS-WM) an SEC registered investment advisor, 800 East North St, 2nd Floor, Greenville, SC 29601, 864.679.4701.  

***IREXA is unaffiliated with Sandlapper Securities, LLC and Sandlapper Wealth Management LLC. 

2
Brian T. Parker
CRD#: 4280596
800 East North St., 2nd Floor, Greenville, SC 29601
96
Wealthminder
score

Brian Parker (CRD# 4280596) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 7 years of experience in the finance industry. Brian Parker 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.

3
Fredrick J. Adams
CRD#: 4244391
3447 Pelham Rd., Suite 101, Greenville, SC 29615
93
Wealthminder
score

Fredrick Adams (CRD# 4244391) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 16 years of experience in the finance industry.

4
Coleman B. Goldsmith
CRD#: 224447
800 East North St., 2nd Floor, Greenville, SC 29601
93
Wealthminder
score

Coleman Goldsmith (CRD# 224447) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 23 years of experience in the finance industry.

5
Brian J. Herking
CRD#: 4592871
800 East North St., 2nd Floor, Greenville, SC 29601
93
Wealthminder
score

Brian Herking (CRD# 4592871) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 13 years of experience in the finance industry.

6
Jennifer B. Jones
CRD#: 5557969
800 East North St., 2nd Floor, Greenville, SC 29601
93
Wealthminder
score

Jennifer Jones (CRD# 5557969) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 7 years of experience in the finance industry.

7
Bjorn Jordan
CRD#: 4366435
800 East North St., 2nd Floor, Greenville, SC 29601
93
Wealthminder
score

Bjorn Jordan (CRD# 4366435) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 15 years of experience in the finance industry.

8
Mark E. Reinstein
CRD#: 1486887
800 East North St., 2nd Floor, Greenville, SC 29601
93
Wealthminder
score

Mark Reinstein (CRD# 1486887) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Greenville, SC and has over 30 years of experience in the finance industry.

9
David M. Sorrentino
CRD#: 4710832
300 South Oyster Bay Rd, Syosset, NY 11791
93
Wealthminder
score

David Sorrentino (CRD# 4710832) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in Syosset, NY and has over 11 years of experience in the finance industry.

10
Ryan J. Sherer
CRD#: 5952617
1754 Technology Dr., Suite 236, San Jose, CA 95110
90
Wealthminder
score

Ryan Sherer (CRD# 5952617) is an Investment Advisor Representative working at Sandlapper Wealth Management, LLC in San Jose, CA and has over 3 years of experience in the finance industry.

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