Sandhill Wealth Management provides portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Sandhill Wealth Management reports 217 clients. They include 171 individual clients, 34 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 100.0% ($118M across 217 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 20% |
| High-net-worth individuals | 16% | 59% |
| Pooled investment vehicles | <1% | <1% |
| Charitable organizations | <1% | 4% |
| Corporations and other businesses | 4% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 171 | $23.3M | 19.6% | $136K |
| High-net-worth individuals | 34 | $70.1M | 59.1% | $2.06M |
| Pooled investment vehicles | 1 | $741K | 0.6% | $741K |
| Charitable organizations | Fewer than 5 | $4.93M | 4.2% | $2.46M |
| Corporations and other businesses | 9 | $19.5M | 16.4% | $2.16M |
| Total | 217 | $118M | 100% | — |
- Clients
- 171
- Regulatory AUM
- $23.3M
- AUM share
- 19.6%
- Avg. per client
- $136K
- Clients
- 34
- Regulatory AUM
- $70.1M
- AUM share
- 59.1%
- Avg. per client
- $2.06M
- Clients
- 1
- Regulatory AUM
- $741K
- AUM share
- 0.6%
- Avg. per client
- $741K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.93M
- AUM share
- 4.2%
- Avg. per client
- $2.46M
- Clients
- 9
- Regulatory AUM
- $19.5M
- AUM share
- 16.4%
- Avg. per client
- $2.16M
Total
- Clients
- 217
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Sandhill Wealth Management charges 0.50%–2.00% a year for its Portfolio Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
David Gulacsy owns 75% or more of Sandhill Wealth Management. The leadership team of Sandhill Wealth Management includes President David Gulacsy. It has 2 employees.
Leadership
David GulacsyPresident, CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Sandhill Wealth Management, Inc.
David Gulacsy
Control person · since November 2017
Besides its headquarters, Sandhill Wealth Management has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 831 West Morse BLVD, Winter ParkHQ
- 9353 Westover Club Circle, Windermere
Contact and registration details
- Legal name
- Sandhill Wealth Management, Inc.
- Headquarters
- 831 West Morse BLVD, Winter Park, FL 32789
- Website
- sandhillwealth.com
- Phone
- 321-662-9270
- @sandhillwealthmanagement
- SEC file
- 801-135386
- Structure
- Florida corporation
- Fiscal year end
- December
Sandhill Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($68.6M). Sandhill Wealth Management has custody of $51.8M for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $68.6M100%
At year end, Sandhill Wealth Management’s separately managed accounts were mostly in funds (57%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds57%
- Bonds11%
- State and local bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds2%
- High-yield corporate bonds2%
- Cash17%
How many clients does Sandhill Wealth Management have?
Sandhill Wealth Management has 217 clients and manages $118 million for them, as of March 2026. They include 171 individual clients, 34 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Sandhill Wealth Management offer?
Sandhill Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sandhill Wealth Management charge?
Sandhill Wealth Management charges 0.50%–2.00% a year for its Portfolio Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Sandhill Wealth Management use?
Sandhill Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $68.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Sandhill Wealth Management have?
Sandhill Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 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 Sandhill Wealth Management invest in?
At the end of its last fiscal year, Sandhill Wealth Management’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 17% cash and equivalents, 4% state and local bonds, 3% investment grade corporate bonds, 2% U.S. government and agency bonds and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sandhill Wealth Management?
Sandhill Wealth Management’s direct owner is David Gulacsy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Sandhill Wealth Management get paid?
Sandhill Wealth Management is paid through a percentage of assets under management. 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 Sandhill Wealth Management?
Sandhill Wealth Management’s main office is at 831 West Morse BLVD, Winter Park, FL 32789. Its phone number is 321-662-9270. Its website is sandhillwealth.com.