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
131 S Water Street, Liberty, MO 64068
https://whitesandwealth.com/
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Financial Advisors at White Sand Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Karen Burris, financial advisor Liberty MO
Karen K. Burris
CRD#: 6097620
131 S Water Street, Liberty, MO 64068

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, financial advisor Liberty MO
Joel K. Huet
CRD#: 6096770
131 S Water Street, Liberty, MO 64068

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals