White Sand Wealth Management
White Sand Wealth Management (CRD# 304614) is a financial advisory firm headquartered in Liberty, MO. They manage $111,333,190 in 160 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
White Sand Wealth Management
By the Numbers
-
Total Assets Under Management111MILLION
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$695,832
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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at White Sand Wealth Management
1
Karen Burris (CRD# 6097620) is an Investment Advisor Representative working at White Sand Wealth Management in Liberty, MO and has over 10 years of experience in the finance industry.
2
Joel Huet (CRD# 6096770) is an Investment Advisor Representative working at White Sand Wealth Management in Liberty, MO and has 1 year of experience in the finance industry.
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