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Sandlapper Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 7, 2019
    • $235.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $198.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

24

name start date
Trevor Lee Gordon
February 2015
Victoria Claire Sullivan
December 2012
William Madison Swayne
March 2019
Brian J Herking
February 2009
Thomas Mark Zeller
November 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fred Adams CPA -- --
    Sandlapper Capital Investments LLC -- --
    Sandlapper Insurance Services, LLC -- --
    Sandlapper Securities, LLC Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Mark Edwin Reinstein President June, 2015 5% to 10%
      Bjorn Jordan Cco, Coo June, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees