SARD WEALTH MANAGMENT GROUP, LLC

Legal name: SARD WEALTH MANAGEMENT GROUP, LLC

CRD 123457File 801-68891

APPROVED

Retail clients

Custody

Filing as of Feb 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$464.0M

Above cohort median (national)

Discretionary AUM

$430.7M

Non-discretionary $33.3M

Clients

325

1,127 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 11, 2008
Principal office: 5607 GLENRIDGE DRIVE, SUITE 275, BUILDING II, ATLANTA, GA, 30342
Phone: 404-843-4483
Website: HTTP://WWW.SARDWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $464.0M
Discretionary AUM: $430.7M
Non-discretionary AUM: $33.3M
Discretionary accounts: 1,114
Non-discretionary accounts: 13
Total accounts: 1,127
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	155	$381.5M
Pension and profit sharing plans	6	$29.9M
Individuals (other than high net worth individuals)	164	$52.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.