# Sandhill Wealth Management, Inc.

> Sandhill Wealth Management, Inc. is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 291649
- Filed as: SANDHILL WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291649
- AdvisorCensus page: https://advisorcensus.com/firm/sandhill-wealth-management-inc-winter-park-fl-291649

## Quick answers

**How is Sandhill Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sandhill Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Sandhill Wealth Management, Inc. located?**
Sandhill Wealth Management, Inc.'s principal office is in Winter Park, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sandhill Wealth Management, Inc. registered with the SEC or a state?**
Sandhill Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 291649.

**How much does Sandhill Wealth Management, Inc. manage?**
Sandhill Wealth Management, Inc. reports $118,476,224 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Sandhill Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (171); high net worth individuals (34); corporations or other businesses not listed above (9).

**Which custodians does Sandhill Wealth Management, Inc. use?**
Sandhill Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sandhill Wealth Management, Inc. 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/291649

**What changed in Sandhill Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $118,476,224
- Discretionary: $118,476,224
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 171 | $23,275,981 |
| High net worth individuals | 34 | $70,057,404 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $740,923 |
| Charitable organizations | 2 | $4,925,833 |
| Corporations or other businesses not listed above | 9 | $19,476,083 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Windermere, FL

### Websites listed on Form ADV (Item 1.I)
- sandhillwealth.com
- Facebook @SandhillWealthManagement
- LinkedIn @sandhillwealthmanagement
- YouTube @UC2bJl5RqkUgLucNk7LceAag
- YouTube youtube.com

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sandhill Wealth Management, Inc. (CRD 291649): Form ADV filing data as of October 2026.