WHITE SAND WEALTH MANAGEMENT, LLC
Legal name: WHITE SAND WEALTH MANAGEMENT
CRD #304614 SEC #801-130027 LIBERTY, MO 816-429-6743
SEC Registered
Total AUM
$138.9M
Discretionary
$138.9M
Employees
7
Clients
51
Accounts
178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $138.9M | $138.9M | $0 | 7 | 6 |
| Feb 2025 | $138.9M | $138.9M | $0 | 7 | 6 |
| Mar 2024 | $111.3M | $111.3M | $0 | 7 | 2 |
DateApr 2025
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees7
Clients6
DateFeb 2025
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees7
Clients6
DateMar 2024
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees7
Clients2