SARD WEALTH MANAGEMENT GROUP, LLC
Legal name: SARD WEALTH MANAGMENT GROUP, LLC
CRD #123457 SEC #801-68891 ATLANTA, GA 404-843-4483
SEC Registered
Total AUM
$389.4M
Discretionary
$360.3M
Employees
3
Clients
1
Accounts
1,076
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $389.4M | $360.3M | $29.2M | 3 | 0 |
| Feb 2025 | $389.4M | $360.3M | $29.2M | 3 | 0 |
| Aug 2024 | $334.9M | $312.5M | $22.4M | 3 | 0 |
| Apr 2024 | $334.9M | $312.5M | $22.4M | 3 | 0 |
| Feb 2024 | $334.9M | $312.5M | $22.4M | 3 | 0 |
| Nov 2023 | $278.8M | $265.8M | $13.1M | 3 | 0 |
| Mar 2023 | $278.8M | $265.8M | $13.1M | 3 | 0 |
| Nov 2022 | $305.7M | $281.9M | $23.7M | 3 | 0 |
| Sep 2022 | $305.7M | $281.9M | $23.7M | 3 | 0 |
| May 2022 | $305.7M | $281.9M | $23.7M | 3 | 0 |
| Jan 2022 | $305.7M | $281.9M | $23.7M | 3 | 0 |
| Dec 2021 | $258.6M | $239.3M | $19.3M | 3 | 0 |
| Jul 2021 | $258.6M | $239.3M | $19.3M | 3 | 0 |
| Feb 2021 | $258.6M | $239.3M | $19.3M | 3 | 0 |
| Sep 2020 | $224.1M | $224.1M | $0 | 3 | 0 |
| Sep 2020 | $224.1M | $224.1M | $0 | 3 | 0 |
| Aug 2020 | $224.1M | $224.1M | $0 | 3 | 0 |
| Jun 2020 | $224.1M | $224.1M | $0 | 3 | 0 |
| Jun 2020 | $224.1M | $224.1M | $0 | 3 | 0 |
| Mar 2020 | $224.1M | $224.1M | $0 | 3 | 0 |
| Feb 2019 | $186.9M | $186.9M | $0 | 3 | 3 |
| Aug 2018 | $186.4M | $186.4M | $0 | 3 | 3 |
| Apr 2018 | $186.4M | $186.4M | $0 | 3 | 3 |
| Feb 2018 | $186.4M | $186.4M | $0 | 3 | 3 |
| Feb 2017 | $159.9M | $159.9M | $0 | 3 | 100 |
| Sep 2016 | $148.3M | $148.3M | $12.3K | 3 | 100 |
| Sep 2016 | $148.3M | $148.3M | $12.3K | 3 | 100 |
| Feb 2016 | $148.3M | $148.3M | $12.3K | 3 | 100 |
| Feb 2015 | $151.3M | $151.2M | $16.8K | 3 | 100 |
| Sep 2014 | $122M | $119.8M | $2.2M | 3 | 100 |
| Mar 2014 | $122M | $119.8M | $2.2M | 3 | 100 |
| Feb 2014 | $122M | $119.8M | $2.2M | 3 | 100 |
| Apr 2013 | $109.3M | $106.1M | $3.3M | 3 | 100 |
| Feb 2013 | $109.3M | $106.1M | $3.3M | 3 | 100 |
| Aug 2012 | $96.9M | $93.9M | $3M | 1 | 114 |
| Feb 2012 | $96.9M | $93.9M | $3M | 1 | 114 |
| Apr 2009 | $65M | $36M | $29M | 5 | -- |
| Feb 2009 | $65M | $0 | $65M | 5 | -- |
DateSep 2025
Total AUM$389.4M
Discretionary$360.3M
Non-Disc.$29.2M
Employees3
Clients0
DateFeb 2025
Total AUM$389.4M
Discretionary$360.3M
Non-Disc.$29.2M
Employees3
Clients0
DateAug 2024
Total AUM$334.9M
Discretionary$312.5M
Non-Disc.$22.4M
Employees3
Clients0
DateApr 2024
Total AUM$334.9M
Discretionary$312.5M
Non-Disc.$22.4M
Employees3
Clients0
DateFeb 2024
Total AUM$334.9M
Discretionary$312.5M
Non-Disc.$22.4M
Employees3
Clients0
DateNov 2023
Total AUM$278.8M
Discretionary$265.8M
Non-Disc.$13.1M
Employees3
Clients0
DateMar 2023
Total AUM$278.8M
Discretionary$265.8M
Non-Disc.$13.1M
Employees3
Clients0
DateNov 2022
Total AUM$305.7M
Discretionary$281.9M
Non-Disc.$23.7M
Employees3
Clients0
DateSep 2022
Total AUM$305.7M
Discretionary$281.9M
Non-Disc.$23.7M
Employees3
Clients0
DateMay 2022
Total AUM$305.7M
Discretionary$281.9M
Non-Disc.$23.7M
Employees3
Clients0
DateJan 2022
Total AUM$305.7M
Discretionary$281.9M
Non-Disc.$23.7M
Employees3
Clients0
DateDec 2021
Total AUM$258.6M
Discretionary$239.3M
Non-Disc.$19.3M
Employees3
Clients0
DateJul 2021
Total AUM$258.6M
Discretionary$239.3M
Non-Disc.$19.3M
Employees3
Clients0
DateFeb 2021
Total AUM$258.6M
Discretionary$239.3M
Non-Disc.$19.3M
Employees3
Clients0
DateSep 2020
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees3
Clients3
DateAug 2018
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees3
Clients3
DateApr 2018
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees3
Clients3
DateFeb 2018
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees3
Clients3
DateFeb 2017
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees3
Clients100
DateSep 2016
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$12.3K
Employees3
Clients100
DateSep 2016
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$12.3K
Employees3
Clients100
DateFeb 2016
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$12.3K
Employees3
Clients100
DateFeb 2015
Total AUM$151.3M
Discretionary$151.2M
Non-Disc.$16.8K
Employees3
Clients100
DateSep 2014
Total AUM$122M
Discretionary$119.8M
Non-Disc.$2.2M
Employees3
Clients100
DateMar 2014
Total AUM$122M
Discretionary$119.8M
Non-Disc.$2.2M
Employees3
Clients100
DateFeb 2014
Total AUM$122M
Discretionary$119.8M
Non-Disc.$2.2M
Employees3
Clients100
DateApr 2013
Total AUM$109.3M
Discretionary$106.1M
Non-Disc.$3.3M
Employees3
Clients100
DateFeb 2013
Total AUM$109.3M
Discretionary$106.1M
Non-Disc.$3.3M
Employees3
Clients100
DateAug 2012
Total AUM$96.9M
Discretionary$93.9M
Non-Disc.$3M
Employees1
Clients114
DateFeb 2012
Total AUM$96.9M
Discretionary$93.9M
Non-Disc.$3M
Employees1
Clients114
DateApr 2009
Total AUM$65M
Discretionary$36M
Non-Disc.$29M
Employees5
Clients--
DateFeb 2009
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--