# Sard Wealth Managment Group, LLC

> Sard Wealth Managment Group, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 123457
- Filed as: SARD WEALTH MANAGMENT GROUP, LLC
- Legal name: Sard Wealth Management Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123457
- AdvisorCensus page: https://advisorcensus.com/firm/sard-wealth-managment-group-llc-atlanta-ga-123457

## Quick answers

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

**How much does Sard Wealth Managment Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Hourly rate: $250 to $500 an hour (financial planning services); Flat fee: $500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sard Wealth Managment Group, LLC located?**
Sard Wealth Managment Group, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Sard Wealth Managment Group, LLC registered with the SEC or a state?**
Sard Wealth Managment Group, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 123457.

**How much does Sard Wealth Managment Group, LLC manage?**
Sard Wealth Managment Group, LLC reports $463,973,082 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (93% discretionary).

**How have Sard Wealth Managment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sard Wealth Managment Group, LLC: Regulatory assets under management: $258,559,470 in the October 2021 data and $463,973,082 in the October 2026 data, up 79%. Total employees: 3 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 Sard Wealth Managment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (155); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Sard Wealth Managment Group, LLC use?**
Sard Wealth Managment Group, LLC'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 Sard Wealth Managment 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/123457

**Does Sard Wealth Managment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "SWMG generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor."

**What changed in Sard Wealth Managment Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $389,410,435 to $463,973,082 (+19%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

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

> SWMG generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This minimum may be waived at the sole discretion of the Advisor.

- Hourly rate: $250 to $500 an hour (financial planning services)

> SWMG offers financial planning services either on an hourly or fixed fee basis. Hourly fees range from $250 to $500 per hour.

- Flat fee: $500 to $10,000 (financial planning services)

> Fixed fees range from $500 to $10,000 per engagement. Fees may be negotiable based on the nature and complexity of the services

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.

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: $463,973,082
- Discretionary: $430,708,757
- Non-discretionary: $33,264,325

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $52,538,933 |
| High net worth individuals | 155 | $381,509,560 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $29,924,589 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sardwealth.com
- LinkedIn @sard-wealth-management-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $258,559,470 | 3 | July 29, 2021 |
| October 2022 | $305,651,958 | 3 | September 30, 2022 |
| October 2023 | $278,842,483 | 3 | March 8, 2023 |
| October 2024 | $334,897,425 | 3 | August 21, 2024 |
| October 2025 | $389,410,435 | 3 | February 6, 2025 |
| October 2026 | $463,973,082 | 3 | February 10, 2026 |

Regulatory assets under management: $258,559,470 in the October 2021 data and $463,973,082 in the October 2026 data, up 79%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $389,410,435 to $463,973,082 (+19%).

### December 2025
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sard Wealth Managment Group, LLC (CRD 123457): Form ADV filing data as of October 2026.