WHITE SAND WEALTH MANAGEMENT

Legal name: WHITE SAND WEALTH MANAGEMENT, LLC

CRD 304614File 801-130027

APPROVED

Retail clients

Filing as of Feb 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$172.4M

Bottom 25% of cohort (national)

Discretionary AUM

$172.4M

Clients

197

197 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 26, 2024
Principal office: 131 S WATER STREET, LIBERTY, MO, 64068
Phone: 816-429-6743
Website: https://whitesandwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.4M
Discretionary AUM: $172.4M
Non-discretionary AUM: $0
Discretionary accounts: 197
Non-discretionary accounts: 0
Total accounts: 197
AUM per client: $875K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	3	$298K
High net worth individuals	55	$128.0M
Pension and profit sharing plans	5	$4.3M
State or municipal government entities	1	$2.7M
Individuals (other than high net worth individuals)	133	$37.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.