SANDIFER WEALTH MANAGEMENT, INC.
CRD #166948 SEC #801-79414 MOBILE, AL 251-340-1984
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $221.3M | $214.4M | $6.9M | 5 | 0 |
| Feb 2022 | $221.3M | $214.4M | $6.9M | 5 | 0 |
| May 2021 | $182.2M | $176.6M | $5.7M | 5 | 1 |
| Feb 2021 | $182.2M | $176.6M | $5.7M | 5 | 1 |
| Sep 2020 | $163.8M | $158.2M | $5.6M | 4 | 2 |
| Sep 2020 | $163.8M | $158.2M | $5.6M | 4 | 2 |
| Sep 2020 | $163.8M | $158.2M | $5.6M | 4 | 2 |
| Jun 2020 | $163.8M | $158.2M | $5.6M | 4 | 2 |
| Jun 2020 | $163.8M | $158.2M | $5.6M | 4 | 2 |
| Mar 2020 | $163.8M | $158.2M | $5.6M | 4 | 2 |
| Nov 2019 | $132.9M | $128.4M | $4.5M | 5 | 0 |
| May 2019 | $132.9M | $128.4M | $4.5M | 5 | 0 |
| Feb 2019 | $132.9M | $128.4M | $4.5M | 5 | 0 |
| Nov 2018 | $133.5M | $128.1M | $5.4M | 5 | 0 |
| Aug 2018 | $133.5M | $128.1M | $5.4M | 5 | 0 |
| Feb 2018 | $133.5M | $128.1M | $5.4M | 5 | 0 |
| Nov 2017 | $120.4M | $110.4M | $10M | 4 | 0 |
| Jul 2017 | $120.4M | $110.4M | $10M | 4 | 200 |
| Jul 2017 | $120.4M | $110.4M | $10M | 4 | 200 |
| Mar 2017 | $120.4M | $110.4M | $10M | 4 | 200 |
| Jan 2017 | $101.6M | $101.6M | $0 | 6 | 200 |
| Dec 2016 | $101.6M | $101.6M | $0 | 6 | 200 |
| May 2016 | $101.6M | $101.6M | $0 | 6 | 200 |
| Mar 2016 | $101.6M | $101.6M | $0 | 6 | 200 |
| Jan 2016 | $111.8M | $111.8M | $0 | 5 | 200 |
| Mar 2015 | $111.8M | $111.8M | $0 | 5 | 200 |
| Apr 2014 | $101.3M | $95.7M | $5.6M | 5 | 180 |
| Mar 2014 | $101.3M | $95.7M | $5.6M | 5 | 180 |
DateDec 2022
Total AUM$221.3M
Discretionary$214.4M
Non-Disc.$6.9M
Employees5
Clients0
DateFeb 2022
Total AUM$221.3M
Discretionary$214.4M
Non-Disc.$6.9M
Employees5
Clients0
DateMay 2021
Total AUM$182.2M
Discretionary$176.6M
Non-Disc.$5.7M
Employees5
Clients1
DateFeb 2021
Total AUM$182.2M
Discretionary$176.6M
Non-Disc.$5.7M
Employees5
Clients1
DateSep 2020
Total AUM$163.8M
Discretionary$158.2M
Non-Disc.$5.6M
Employees4
Clients2
DateSep 2020
Total AUM$163.8M
Discretionary$158.2M
Non-Disc.$5.6M
Employees4
Clients2
DateSep 2020
Total AUM$163.8M
Discretionary$158.2M
Non-Disc.$5.6M
Employees4
Clients2
DateJun 2020
Total AUM$163.8M
Discretionary$158.2M
Non-Disc.$5.6M
Employees4
Clients2
DateJun 2020
Total AUM$163.8M
Discretionary$158.2M
Non-Disc.$5.6M
Employees4
Clients2
DateMar 2020
Total AUM$163.8M
Discretionary$158.2M
Non-Disc.$5.6M
Employees4
Clients2
DateNov 2019
Total AUM$132.9M
Discretionary$128.4M
Non-Disc.$4.5M
Employees5
Clients0
DateMay 2019
Total AUM$132.9M
Discretionary$128.4M
Non-Disc.$4.5M
Employees5
Clients0
DateFeb 2019
Total AUM$132.9M
Discretionary$128.4M
Non-Disc.$4.5M
Employees5
Clients0
DateNov 2018
Total AUM$133.5M
Discretionary$128.1M
Non-Disc.$5.4M
Employees5
Clients0
DateAug 2018
Total AUM$133.5M
Discretionary$128.1M
Non-Disc.$5.4M
Employees5
Clients0
DateFeb 2018
Total AUM$133.5M
Discretionary$128.1M
Non-Disc.$5.4M
Employees5
Clients0
DateNov 2017
Total AUM$120.4M
Discretionary$110.4M
Non-Disc.$10M
Employees4
Clients0
DateJul 2017
Total AUM$120.4M
Discretionary$110.4M
Non-Disc.$10M
Employees4
Clients200
DateJul 2017
Total AUM$120.4M
Discretionary$110.4M
Non-Disc.$10M
Employees4
Clients200
DateMar 2017
Total AUM$120.4M
Discretionary$110.4M
Non-Disc.$10M
Employees4
Clients200
DateJan 2017
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients200
DateDec 2016
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients200
DateMay 2016
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients200
DateJan 2016
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees5
Clients200
DateApr 2014
Total AUM$101.3M
Discretionary$95.7M
Non-Disc.$5.6M
Employees5
Clients180
DateMar 2014
Total AUM$101.3M
Discretionary$95.7M
Non-Disc.$5.6M
Employees5
Clients180