Sanchez Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, insurance, and retirement plan services.
Sanchez Wealth Management Group reports 545 clients. They include 366 individual clients, 172 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($571M across 1,502 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $46.4M. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 25% |
| High-net-worth individuals | 32% | 74% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 366 | $141M | 24.6% | $384K |
| High-net-worth individuals | 172 | $420M | 73.5% | $2.44M |
| Pension and profit-sharing plans | Fewer than 5 | $6.44M | 1.1% | $3.22M |
| Charitable organizations | Fewer than 5 | $71.9K | 0.0% | $71.9K |
| Corporations and other businesses | Fewer than 5 | $4.21M | 0.7% | $1.05M |
| Total | 545 | $571M | 100% | — |
- Clients
- 366
- Regulatory AUM
- $141M
- AUM share
- 24.6%
- Avg. per client
- $384K
- Clients
- 172
- Regulatory AUM
- $420M
- AUM share
- 73.5%
- Avg. per client
- $2.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.44M
- AUM share
- 1.1%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $71.9K
- AUM share
- 0.0%
- Avg. per client
- $71.9K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.21M
- AUM share
- 0.7%
- Avg. per client
- $1.05M
Total
- Clients
- 545
- Regulatory AUM
- $571M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Sanchez Wealth Management Group charges up to 2.00% a year for its Investment Management Program I. The fee is billed in advance, is negotiable and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fee of no more than 0.10% of the client's net worth, or hourly billing if the engagement requires it; negotiable.
Christen Sanchez owns 75% or more of Sanchez Wealth Management Group. The leadership team of Sanchez Wealth Management Group includes President Christen Sanchez. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- 3 soliciting firms
- Owns 75% or more of Sanchez Wealth Management Group, LLC
Christen Sanchez
Control person · since March 2010
Sanchez Wealth Management Group’s regulatory assets grew 2.1× from $269M (March 2021) to $571M (February 2026); clients rose from 464 to 545 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $571M | 545 | 3 | 1 |
| May 2025May 2025 | $465M | 503 | 3 | 2 |
| Mar 2024March 2024 | $342M | 429 | 2 | 1 |
| Jul 2023July 2023 | $279M | 509 | 2 | 1 |
| Mar 2022March 2022 | $328M | 513 | 2 | 1 |
| Mar 2021March 2021 | $269M | 464 | 4 | 1 |
Besides its headquarters, Sanchez Wealth Management Group has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 5150 Belfort RD., Suite 702, JacksonvilleHQ
Contact and registration details
- Legal name
- Sanchez Wealth Management Group, LLC
- Headquarters
- 5150 Belfort RD., Suite 702, Jacksonville, FL 32256-6038
- Website
- sanchezwealth.com
- Phone
- 904-281-9261
- @sanchez-wealth
- SEC file
- 801-78772
- Founded
- 2010
- Structure
- Florida LLC
- Fiscal year end
- December
Sanchez Wealth Management Group’s named custodian for separately managed accounts is LPL Financial ($571M). Sanchez Wealth Management Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $571M100%
At year end, Sanchez Wealth Management Group’s separately managed accounts were mostly in funds (87%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $571M across 52 positions; the largest are iShares TR (9.6%), Janus Detroit Str TR (8.8%) and John Hancock Exchange Traded (8.1%).
What the accounts hold
- Stocks10%
- Exchange-traded equities5%
- Non-exchange-traded equities5%
- Funds87%
- Bonds1%
- Cash3%
How many clients does Sanchez Wealth Management Group have?
Sanchez Wealth Management Group has 545 clients and manages $571 million for them, as of February 2026. They include 366 individual clients, 172 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Sanchez Wealth Management Group offer?
Sanchez Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Sanchez Wealth Management Group charge?
Sanchez Wealth Management Group charges up to 2.00% a year for its Investment Management Program I. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does Sanchez Wealth Management Group use?
Sanchez Wealth Management Group’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $571M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Sanchez Wealth Management Group have?
Sanchez Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sanchez Wealth Management Group invest in?
At the end of its last fiscal year, Sanchez Wealth Management Group’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% non-exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sanchez Wealth Management Group have a minimum investment?
Yes, Sanchez Wealth Management Group’s minimum account size for its Investment Management Program I is $100K.
Who owns Sanchez Wealth Management Group?
Sanchez Wealth Management Group’s direct owner is Christen Sanchez (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Sanchez Wealth Management Group get paid?
Sanchez Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sanchez Wealth Management Group?
Sanchez Wealth Management Group’s main office is at 5150 Belfort RD., Suite 702, Jacksonville, FL 32256-6038. Its phone number is 904-281-9261. Its website is sanchezwealth.com.