SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD #169274 SEC #801-78772 JACKSONVILLE, FL 904-281-9261
SEC Registered
Total AUM
$465.5M
Discretionary
$465.5M
Employees
3
Clients
0
Accounts
1,303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $465.5M | $465.5M | $0 | 3 | 1 |
| Mar 2025 | $465.5M | $465.5M | $0 | 3 | 1 |
| Sep 2024 | $342.2M | $342.2M | $0 | 2 | 1 |
| Mar 2024 | $342.2M | $342.2M | $0 | 2 | 1 |
| Jul 2023 | $278.9M | $278.9M | $0 | 2 | 1 |
| Mar 2023 | $278.9M | $278.9M | $0 | 2 | 1 |
| Mar 2022 | $328.2M | $328.2M | $0 | 2 | 1 |
| Mar 2021 | $268.8M | $268.8M | $0 | 4 | 2 |
| Aug 2020 | $220.7M | $220.7M | $0 | 2 | 2 |
| Jun 2020 | $220.7M | $220.7M | $0 | 2 | 2 |
| Jan 2020 | $220.7M | $220.7M | $0 | 2 | 2 |
| Mar 2019 | $174.6M | $174.6M | $0 | 2 | 2 |
| Apr 2018 | $183.8M | $183.8M | $0 | 4 | 3 |
| Mar 2018 | $183.8M | $183.8M | $0 | 4 | 3 |
| Mar 2017 | $137.7M | $137.7M | $0 | 4 | 400 |
| Mar 2016 | $124.4M | $124.4M | $0 | 4 | 300 |
| Oct 2015 | $126M | $126M | $0 | 4 | 300 |
| Mar 2015 | $114.4M | $114.4M | $0 | 4 | 300 |
| Mar 2014 | $101.5M | $101.5M | $0 | 2 | 200 |
| Oct 2013 | $0 | $0 | $0 | 3 | 0 |
DateMay 2025
Total AUM$465.5M
Discretionary$465.5M
Non-Disc.$0
Employees3
Clients1
DateMar 2025
Total AUM$465.5M
Discretionary$465.5M
Non-Disc.$0
Employees3
Clients1
DateSep 2024
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees2
Clients1
DateMar 2024
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees2
Clients1
DateJul 2023
Total AUM$278.9M
Discretionary$278.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$278.9M
Discretionary$278.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$328.2M
Discretionary$328.2M
Non-Disc.$0
Employees2
Clients1
DateMar 2021
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees4
Clients2
DateAug 2020
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees2
Clients2
DateJun 2020
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees2
Clients2
DateJan 2020
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees2
Clients2
DateMar 2019
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees2
Clients2
DateApr 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients3
DateMar 2018
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients3
DateMar 2017
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees4
Clients300
DateOct 2015
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees4
Clients300
DateMar 2015
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees2
Clients200
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0