# Sands Wealth Strategies, LLC

> Sands Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 339590
- Filed as: SANDS WEALTH STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339590
- AdvisorCensus page: https://advisorcensus.com/firm/sands-wealth-strategies-llc-339590

## Quick answers

**How is Sands Wealth Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sands Wealth Strategies, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sands Wealth Strategies, LLC registered with the SEC or a state?**
Sands Wealth Strategies, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339590.

**How much does Sands Wealth Strategies, LLC manage?**
Sands Wealth Strategies, LLC reports $36,742,078 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (59% discretionary).

**What types of clients does Sands Wealth Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (8).

**Does Sands Wealth Strategies, LLC 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/339590

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $36,742,078
- Discretionary: $21,580,086
- Non-discretionary: $15,161,992

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $9,976,105 |
| High net worth individuals | 8 | $26,370,228 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $395,745 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sands Wealth Strategies, LLC (CRD 339590): Form ADV filing data as of October 2026.