SANDLAPPER WEALTH MANAGEMENT, LLC
CRD #41534 SEC #801-79219 GREENVILLE, SC 864-679-4701
SEC Registered Disclosures
Total AUM
$228.8M
Discretionary
$80.7M
Employees
17
Clients
26
Accounts
1,009
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $228.8M | $80.7M | $148.1M | 17 | 1,009 |
| Apr 2020 | $228.8M | $80.7M | $148.1M | 17 | 1,009 |
| Apr 2020 | $228.8M | $80.7M | $148.1M | 17 | 1,009 |
| Mar 2020 | $228.8M | $80.7M | $148.1M | 17 | 1,009 |
| Dec 2019 | $235M | $142.8M | $92.2M | 25 | 1,183 |
| Nov 2019 | $235M | $142.8M | $92.2M | 25 | 1,183 |
| Jul 2019 | $235M | $142.8M | $92.2M | 25 | 1,183 |
| Jun 2019 | $235M | $142.8M | $92.2M | 25 | 1,183 |
| Mar 2019 | $235M | $142.8M | $92.2M | 25 | 1,183 |
| Aug 2018 | $253M | $151.2M | $101.8M | 31 | 0 |
| May 2018 | $253M | $151.2M | $101.8M | 31 | 0 |
| Apr 2018 | $253M | $151.2M | $101.8M | 31 | 0 |
| Mar 2018 | $253M | $151.2M | $101.8M | 31 | 0 |
| Feb 2018 | $200.1M | $103.9M | $96.2M | 32 | 1,104 |
| Jan 2018 | $200.1M | $103.9M | $96.2M | 32 | 1,104 |
| Oct 2017 | $200.1M | $103.9M | $96.2M | 32 | 1,104 |
| Oct 2017 | $200.1M | $103.9M | $96.2M | 32 | 1,104 |
| Sep 2017 | $200.1M | $103.9M | $96.2M | 32 | 700 |
| Aug 2017 | $200.1M | $103.9M | $96.2M | 29 | 700 |
| Jul 2017 | $200.1M | $103.9M | $96.2M | 29 | 700 |
| Mar 2017 | $200.1M | $103.9M | $96.2M | 29 | 700 |
| Jan 2017 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Jan 2017 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Oct 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Aug 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Aug 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Aug 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Mar 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Mar 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Feb 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Feb 2016 | $143.7M | $65.4M | $78.3M | 29 | 600 |
| Dec 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Nov 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Oct 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Oct 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Oct 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Sep 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Sep 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jun 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jun 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Apr 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Mar 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Mar 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jan 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jan 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jan 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jan 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Jan 2015 | $228.3M | $160.7M | $67.6M | 19 | 700 |
| Nov 2014 | $157.6M | $120.4M | $37.2M | 15 | 500 |
| Sep 2014 | $157.6M | $120.4M | $37.2M | 15 | 500 |
| Jul 2014 | $157.6M | $120.4M | $37.2M | 15 | 500 |
| Jun 2014 | $157.6M | $120.4M | $37.2M | 15 | 500 |
| Jun 2014 | $157.6M | $120.4M | $37.2M | 15 | 500 |
| Jun 2014 | $157.6M | $120.4M | $37.2M | 15 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 13 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 13 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 12 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 10 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 10 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 10 | 500 |
| Mar 2014 | $157.6M | $120.4M | $37.2M | 10 | 500 |
| Feb 2014 | $157.6M | $120.4M | $37.2M | 10 | 500 |
| Feb 2014 | $157.6M | $120.4M | $37.2M | 10 | 500 |
DateJun 2020
Total AUM$228.8M
Discretionary$80.7M
Non-Disc.$148.1M
Employees17
Clients1,009
DateApr 2020
Total AUM$228.8M
Discretionary$80.7M
Non-Disc.$148.1M
Employees17
Clients1,009
DateApr 2020
Total AUM$228.8M
Discretionary$80.7M
Non-Disc.$148.1M
Employees17
Clients1,009
DateMar 2020
Total AUM$228.8M
Discretionary$80.7M
Non-Disc.$148.1M
Employees17
Clients1,009
DateDec 2019
Total AUM$235M
Discretionary$142.8M
Non-Disc.$92.2M
Employees25
Clients1,183
DateNov 2019
Total AUM$235M
Discretionary$142.8M
Non-Disc.$92.2M
Employees25
Clients1,183
DateJul 2019
Total AUM$235M
Discretionary$142.8M
Non-Disc.$92.2M
Employees25
Clients1,183
DateJun 2019
Total AUM$235M
Discretionary$142.8M
Non-Disc.$92.2M
Employees25
Clients1,183
DateMar 2019
Total AUM$235M
Discretionary$142.8M
Non-Disc.$92.2M
Employees25
Clients1,183
DateAug 2018
Total AUM$253M
Discretionary$151.2M
Non-Disc.$101.8M
Employees31
Clients0
DateMay 2018
Total AUM$253M
Discretionary$151.2M
Non-Disc.$101.8M
Employees31
Clients0
DateApr 2018
Total AUM$253M
Discretionary$151.2M
Non-Disc.$101.8M
Employees31
Clients0
DateMar 2018
Total AUM$253M
Discretionary$151.2M
Non-Disc.$101.8M
Employees31
Clients0
DateFeb 2018
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees32
Clients1,104
DateJan 2018
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees32
Clients1,104
DateOct 2017
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees32
Clients1,104
DateOct 2017
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees32
Clients1,104
DateSep 2017
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees32
Clients700
DateAug 2017
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees29
Clients700
DateJul 2017
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees29
Clients700
DateMar 2017
Total AUM$200.1M
Discretionary$103.9M
Non-Disc.$96.2M
Employees29
Clients700
DateJan 2017
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateJan 2017
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateOct 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateAug 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateAug 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateAug 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateMar 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateMar 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateFeb 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateFeb 2016
Total AUM$143.7M
Discretionary$65.4M
Non-Disc.$78.3M
Employees29
Clients600
DateDec 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateNov 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateOct 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateOct 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateOct 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateSep 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateSep 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJun 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJun 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateApr 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateMar 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateMar 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJan 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJan 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJan 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJan 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateJan 2015
Total AUM$228.3M
Discretionary$160.7M
Non-Disc.$67.6M
Employees19
Clients700
DateNov 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees15
Clients500
DateSep 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees15
Clients500
DateJul 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees15
Clients500
DateJun 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees15
Clients500
DateJun 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees15
Clients500
DateJun 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees15
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees13
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees13
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees12
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees10
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees10
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees10
Clients500
DateMar 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees10
Clients500
DateFeb 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees10
Clients500
DateFeb 2014
Total AUM$157.6M
Discretionary$120.4M
Non-Disc.$37.2M
Employees10
Clients500