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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sanchez Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sanchez Wealth Management Group charge?","answer":"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.","source":"ADV PART 2A BROCHURE, filed 20 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sanchez Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sanchez Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sanchez Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Sanchez Wealth Management Group have a minimum investment?","answer":"Yes, Sanchez Wealth Management Group’s minimum account size for its Investment Management Program I is $100K.","source":"ADV PART 2A BROCHURE, filed 20 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Sanchez Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sanchez Wealth Management Group get paid?","answer":"Sanchez Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}