Investment adviser · CRD 164443

SANDLAPPER WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

GREENVILLE, SC, United States · Form ADV filed Apr 7, 2014

Regulatory AUM
$142K
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
13
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Apr 7, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

800 E. NORTH STREET, 2ND FLOOR
GREENVILLE, SC, 29601, United States

CRD 164443

Filing source

Form ADV 807030 · Apr 7, 2014 · 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.