# Sandman Wealth Management

> Sandman Wealth Management is a state-registered investment advisory firm in Tulsa, OK, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 338989
- Filed as: SANDMAN WEALTH MANAGEMENT
- Legal name: Sandman Financial Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338989
- AdvisorCensus page: https://advisorcensus.com/firm/sandman-wealth-management-tulsa-ok-338989

## Quick answers

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

**Where is Sandman Wealth Management located?**
Sandman Wealth Management's principal office is in Tulsa, OK, according to its Form ADV.

**Is Sandman Wealth Management registered with the SEC or a state?**
Sandman Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338989.

**How much does Sandman Wealth Management manage?**
Sandman Wealth Management reports $18,711,764 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**What types of clients does Sandman Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (3).

**Does Sandman Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338989

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,711,764
- Discretionary: $18,711,764
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $15,057,949 |
| High net worth individuals | 3 | $3,653,815 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sandmanwealthmanagement.com/index.html
- Facebook facebook.com
- LinkedIn @sandman-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sandman Wealth Management (CRD 338989): Form ADV filing data as of October 2026.