{"url":"https://nivawealth.com/firms/sandhill-wealth-management-291649","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291649","regulatoryAum":118476224,"crd":"291649","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5584342","suffix":null,"lastName":"GULACSY","firstName":"DAVID","middleName":"A"},{"crd":"2894232","suffix":"IV","lastName":"JENNINGS","firstName":"EDWARD","middleName":"HENRY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135386","legalName":"Sandhill Wealth Management, Inc.","displayName":"Sandhill Wealth 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Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":68648217}],"custodyNote":"Sandhill Wealth Management has custody of $51.8M in client assets for 35 clients.","otherCustodians":[],"leadership":[{"name":"David Gulacsy","title":"President, CCO","crd":"5584342"}],"ownership":[{"label":"David Gulacsy","detail":"President, cco in the 75% or more ownership band and a control person, since November 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"831 West Morse BLVD","city":"Winter Park","headquarters":true},{"street":"9353 Westover Club Circle","city":"Windermere"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"321-662-9270","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":3},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Cash and cash equivalents","percent":17}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/291649/PDF/291649.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028229","iapdCompiledDate":null,"retrievedDate":"15 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sandhill Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sandhill Wealth Management charge?","answer":"Sandhill Wealth Management charges 0.50%–2.00% a year for its Portfolio Management Fee. The fee is billed in advance and is negotiable.","source":"SWM_FORMADV2A_MARCH2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sandhill Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sandhill Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sandhill Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sandhill Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sandhill Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sandhill Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}