Sandro Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, estate planning, and insurance.
Sandro Wealth Management reports 55 clients. They include 30 individual clients and 25 high-net-worth individuals. Of its assets, 100.0% ($228M across 168 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 7% |
| High-net-worth individuals | 45% | 93% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30 | $15.2M | 6.7% | $506K |
| High-net-worth individuals | 25 | $211M | 92.6% | $8.43M |
| Corporations and other businesses | Fewer than 5 | $1.74M | 0.8% | — |
| Total | 55 | $228M | 100% | — |
- Clients
- 30
- Regulatory AUM
- $15.2M
- AUM share
- 6.7%
- Avg. per client
- $506K
- Clients
- 25
- Regulatory AUM
- $211M
- AUM share
- 92.6%
- Avg. per client
- $8.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.74M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 55
- Regulatory AUM
- $228M
- 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
- 0
Sandro Wealth Management charges up to 1.00% a year for its Fees for Advisory Services. The fee is billed in advance and is negotiable.
Fee details and sources
Sandro Holdings, LLC owns 75% or more of Sandro Wealth Management and is in turn owned by Garrett D'Alessandro (50–75%) and Kurt Hawkesworth (25–50%). Garrett D'Alessandro is CEO; the leadership team includes President Kurt Hawkesworth and Chief Compliance Officer Ian Leyden. It has 21 employees, 11 of them in advisory roles.
Leadership
Garrett D'AlessandroChief Executive Officer, Chief Investment Officer & Chief Financial Officer- Garrett D'AlessandroChief Executive Officer, Chief
Kurt HawkesworthPresident
Ian LeydenChief Compliance Officer, General Counsel
David TateosianChief Commercial Officer
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 21 employees
- 11 in advisory functions
- 11 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Sandro Wealth Management LLC
Sandro Holdings, LLC
Control person · since June 2024
- Owns 50% to 75% of Sandro Holdings, LLC
Garrett D'Alessandro
Control person · since June 2024
- Owns 25% to 50% of Sandro Holdings, LLC
Kurt Hawkesworth
Control person · since June 2024
Sandro Wealth Management’s regulatory assets grew 2.2× from $102M (May 2025) to $228M (August 2026); clients rose from 49 to 55 and employees from 12 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $228M | 55 | 21 | 6 |
| May 2025 | $102M | 49 | 12 | 4 |
Besides its headquarters, Sandro Wealth Management has 5 offices (4 private residences, listed without an address), with 2 listed addresses in New Jersey and New York.
New Jersey · 1 listed address
- 155 Passaic Ave, Suite 400, FairfieldHQ
New York · 1 listed address
- 535 5th Ave, New York
Contact and registration details
- Legal name
- Sandro Wealth Management LLC
- Headquarters
- 155 Passaic Ave, Suite 400, Fairfield, NJ 07004
- Website
- sandrowealth.com
- Phone
- 201-661-3416
- @sandrowealth
- SEC file
- 801-131421
- Structure
- Delaware LLC
- Fiscal year end
- December
Sandro Wealth Management uses Charles Schwab ($161M, 76%) and Pershing ($52M, 24%) as custodians for its separately managed accounts. Sandro Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $161M76%
- PershingPershing LLC · Jersey City, NJ · $52M24%
At year end, Sandro Wealth Management’s separately managed accounts were mostly in stocks (56%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $138M across 103 positions; the largest are Alphabet Inc. (5.9%), Nvidia Corporation (5.7%) and Apple Inc. (5.3%).
What the accounts hold
- Stocks56%
- Funds20%
- Pooled vehicles12%
- Registered funds8%
- Bonds8%
- Investment grade corporate bonds5%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash15%
- Other1%
- Real estate, adr and closed funds1%
Reported 13F holdings
- $138M
- Reported 13F value
- 103
- Positions
- 38.0%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL A5.9%
- Nvidia Corporation5.7%
- Apple Inc.5.3%
- Microsoft Corp.4.4%
- Amazon Com Inc.3.5%
- Vicor Corp.2.9%
- Mastercard Incorporated · CL A2.8%
- Broadcom Inc.2.7%
- Visa Inc. · Com CL A2.5%
- ASML Hldg NV · N Y Registry Shs2.5%
Together, the ten largest are 38.0% of reported value.
How many clients does Sandro Wealth Management have?
Sandro Wealth Management has 55 clients and manages $228 million for them, as of August 2026. They include 30 individual clients and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Sandro Wealth Management offer?
Sandro Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, estate planning, and insurance.
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 Sandro Wealth Management charge?
Sandro Wealth Management charges up to 1.00% a year for its Fees for Advisory Services. The fee is billed in advance and is negotiable.
Source: SANDRO WEALTH MANAGEMENT LLC FORM ADV 2A, filed 15 May 2026
Which custodians does Sandro Wealth Management use?
Sandro Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $161M and Pershing LLC (Jersey City, NJ), with $52M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Sandro Wealth Management have?
Sandro Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 21 employees, and 11 perform investment advisory functions. 0 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 Sandro Wealth Management invest in?
At the end of its last fiscal year, Sandro Wealth Management’s separately managed accounts held 56% exchange-traded equities, 15% cash and equivalents, 12% pooled vehicles (private funds and similar), 8% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 2% state and local bonds, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Real Estate, Adr and Closed Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sandro Wealth Management?
Sandro Wealth Management is owned through a holding company by Garrett D'Alessandro and Kurt Hawkesworth. Its direct owner is Sandro Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Sandro Wealth Management get paid?
Sandro Wealth Management is paid through a percentage of assets under management 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 Sandro Wealth Management?
Sandro Wealth Management’s main office is at 155 Passaic Ave, Suite 400, Fairfield, NJ 07004. Its phone number is 201-661-3416. Its website is sandrowealth.com.