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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURRIS, KAREN, KRISTY | I | SENIOR FINANCIAL ADVISOR, CCO | NA | |
| BURRIS, KAREN, KRISTY | I | SENIOR FINANCIAL ADVISOR, CCO | NA | |
| BURRIS, KAREN, KRISTY | I | SENIOR FINANCIAL ADVISOR, CCO | NA | |
| HUET, JOEL, KEVIN | I | OWNER | E | Control |
| HUET, JOEL, KEVIN | I | OWNER | E | Control |
| HUET, JOEL, KEVIN | I | OWNER | E | Control |
Registrations
Federal
IA
Apr 28, 2025 REGISTERED
Notice Filings (4)
FL KS MO TX
Address
131 S WATER STREETLIBERTY, MO 64068
United States
Phone: 816-429-6743