Investment adviser · CRD 291649
SANDHILL WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
WINTER PARK, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $118M Form ADV · Item 5.F
- Client accounts
- 217 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $70,057,404 | 59.1% |
| Individuals | 171 | $23,275,981 | 19.6% |
| Corporations & businesses | 9 | $19,476,083 | 16.4% |
| Charities | Fewer than 5 | $4,925,833 | 4.2% |
| Pooled investment vehicles | 1 | $740,923 | 0.6% |
Filing source
Form ADV 2083504 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
831 WEST MORSE BLVDWINTER PARK, FL, 32789, United States
CRD 291649
Filing source
Form ADV 2083504 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.