# Sandro Wealth Management LLC

> Sandro Wealth Management LLC is an SEC-registered investment advisory firm in Fairfield, NJ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 332113
- Filed as: SANDRO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfield, NJ
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332113
- AdvisorCensus page: https://advisorcensus.com/firm/sandro-wealth-management-llc-fairfield-nj-332113

## Quick answers

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

**Where is Sandro Wealth Management LLC located?**
Sandro Wealth Management LLC's principal office is in Fairfield, NJ, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sandro Wealth Management LLC registered with the SEC or a state?**
Sandro Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332113.

**How much does Sandro Wealth Management LLC manage?**
Sandro Wealth Management LLC reports $227,594,694 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**How have Sandro Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Sandro Wealth Management LLC: Regulatory assets under management: $101,714,133 in the October 2025 data and $227,594,694 in the October 2026 data, up 124%. Total employees: 12 in October 2025 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sandro Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (25).

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

**Does Sandro Wealth Management 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/332113

**Does Sandro Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 15, 2026 says: "Sandro Wealth generally requires a relationship minimum of $1,000,000 but can waive this minimum in its sole and absolute discretion."

**What changed in Sandro Wealth Management LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Sandro Wealth generally requires a relationship minimum of $1,000,000 but can waive this minimum in its sole and absolute discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing 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: $227,594,694
- Discretionary: $227,594,694
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $15,192,581 |
| High net worth individuals | 25 | $210,659,033 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,743,080 |

### Advisory services (Item 5.G)
- 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: 2024 (1 year)
- Employees: 21 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, ID, MO, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- sandrowealth.com
- LinkedIn @sandrowealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $101,714,133 | 12 | May 14, 2025 |
| October 2026 | $227,594,694 | 21 | August 17, 2026 |

Regulatory assets under management: $101,714,133 in the October 2025 data and $227,594,694 in the October 2026 data, up 124%.
Total employees: 12 in October 2025 and 21 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### April 2026
- Employees performing advisory functions went from 5 to 11.
- Regulatory assets under management went from $101,714,133 to $227,594,694 (+124%).
- No longer lists an office in Hayden, ID.

### December 2025
- Registered or notice-filed in ID, TX.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Added an office in Hayden, ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sandro Wealth Management LLC (CRD 332113): Form ADV filing data as of October 2026.