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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARD, JONATHAN, (NO MIDDLE NAME) | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (6)
CA FL GA NC SC TX
Address
5607 GLENRIDGE DRIVESUITE 275, BUILDING II
ATLANTA, GA 30342
United States
Phone: 404-843-4483