Investment adviser · CRD 335925
SANDLOT PRIVATE WEALTH LLC
Investment adviser filing (IA)
OREM, UT, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $305K Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Individuals | 5 | $197,898 | 64.9% |
| High-net-worth individuals | Fewer than 5 | $107,149 | 35.1% |
Filing source
Form ADV 2128110 · Sep 14, 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: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
1510 E. 840 N.OREM, UT, 84097, United States
CRD 335925
Filing source
Form ADV 2128110 · Sep 14, 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.