SANCHEZ WEALTH MANAGEMENT, LLC
CRD #153010 SEC #801-71253 RENO, NV 775-853-1600
SEC Registered
Total AUM
$130.6M
Discretionary
$53.9M
Employees
6
Clients
1
Accounts
1,671
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 25, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SANCHEZ, JON, GREGORY | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KALICKI, JAMES, ANTON | I | MEMBER | B | |
| KALICKI, JAMES, ANTON | I | MEMBER | B | |
| KALICKI, JAMES, ANTON | I | MEMBER | B | |
| KALICKI, JAMES, ANTON | I | MEMBER | B | |
| KALICKI, JAMES, ANTON | I | MEMBER | B |
Registrations
Federal
IA
Apr 25, 2012 REGISTERED
Notice Filings (2)
CA NV
Address
5470 KIETZKE LANESUITE 140
RENO, NV 89511
United States
Phone: 775-853-1600