# Sanchez Wealth Management Group, LLC

> Sanchez Wealth Management Group, LLC is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 169274
- Filed as: SANCHEZ WEALTH MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169274
- AdvisorCensus page: https://advisorcensus.com/firm/sanchez-wealth-management-group-llc-jacksonville-fl-169274

## Quick answers

**How is Sanchez Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sanchez Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Sanchez Wealth Management Group, LLC located?**
Sanchez Wealth Management Group, LLC's principal office is in Jacksonville, FL, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sanchez Wealth Management Group, LLC registered with the SEC or a state?**
Sanchez Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169274.

**How much does Sanchez Wealth Management Group, LLC manage?**
Sanchez Wealth Management Group, LLC reports $571,211,120 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Sanchez Wealth Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sanchez Wealth Management Group, LLC: Regulatory assets under management: $268,796,558 in the October 2021 data and $571,211,120 in the October 2026 data, up 113%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sanchez Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (366); high net worth individuals (172); corporations or other businesses not listed above (4).

**Which custodians does Sanchez Wealth Management Group, LLC use?**
Sanchez Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Sanchez Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169274

**What changed in Sanchez Wealth Management Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $465,471,556 to $571,211,120 (+23%). No longer lists an office in Mill Valley, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $571,211,120
- Discretionary: $571,211,120
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 366 | $140,606,195 |
| High net worth individuals | 172 | $419,892,266 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,435,210 |
| Charitable organizations | 1 | $71,851 |
| Corporations or other businesses not listed above | 4 | $4,205,598 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, LA, NC, NE, OR, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- Mill Valley, CA

### Websites listed on Form ADV (Item 1.I)
- sanchezwealth.com
- Facebook facebook.com
- LinkedIn @sanchez-wealth
- X @SanchezWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $268,796,558 | 4 | March 1, 2021 |
| October 2022 | $328,164,314 | 2 | March 23, 2022 |
| October 2023 | $278,931,032 | 2 | July 24, 2023 |
| October 2024 | $342,155,112 | 2 | September 26, 2024 |
| October 2025 | $465,471,556 | 3 | May 27, 2025 |
| October 2026 | $571,211,120 | 3 | February 20, 2026 |

Regulatory assets under management: $268,796,558 in the October 2021 data and $571,211,120 in the October 2026 data, up 113%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $465,471,556 to $571,211,120 (+23%).
- No longer lists an office in Mill Valley, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sanchez Wealth Management Group, LLC (CRD 169274): Form ADV filing data as of October 2026.