← Directory
SANDRO WEALTH MANAGEMENT LLC
CRD 332113File 801-131421
APPROVED
Retail clients
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$227.6M
Below cohort median (national)
Discretionary AUM
$227.6M
Clients
55
168 accounts
Employees
21
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 14, 2024
- Principal office
- 155 PASSAIC AVE, SUITE 400, FAIRFIELD, NJ, 07004
- Phone
- 2016613416
- Website
- http://sandrowealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $227.6M
- Discretionary AUM
- $227.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 168
- Non-discretionary accounts
- 0
- Total accounts
- 168
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.7M |
| High net worth individuals | 25 | $210.7M |
| Individuals (other than high net worth individuals) | 30 | $15.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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 11This 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.