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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 27, 2025
- Branch Offices
- 1
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, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
| SANCHEZ, CHRISTEN, LEE | I | PRESIDENT, CCO, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
May 27, 2025 REGISTERED
Notice Filings (11)
CA CO FL GA LA NC NE NH OR SC TX
Address
5150 BELFORT RD., SUITE 702JACKSONVILLE, FL 32256-6038
United States
Phone: 904-281-9261