Sandro Wealth Management Llc
- Regulatory AUM
- $228M
- Discretionary
- $228M
- Clients
- 55
- Avg AUM / client
- $4.1M
- Accounts
- 168
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $15.2M | 6.68% |
| High net worth individuals | 25 | $211M | 92.6% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.77% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garrett Richard D'alessandro | Chief Executive Officer, Chief Investment Officer & Chief Financial Officer | CFA | Jun 2024 (2y) | ≈ 37.5% – 75% via Archlight Wealth Holdings Llc |
| Hawkesworth, Kurt, Alexander | President, General Counsel & Chief Compliance Officer | Jun 2024 (2y) | ≈ 18.75% – 50% via Archlight Wealth Holdings Llc | |
| Thomas A Galvin | Registered representative | Dec 2024 (2y) | ||
| Steven Anthony Denike | Registered representative | Jan 2025 (2y) | ||
| Dean Thomas Russell | Registered representative | CFP | Mar 2025 (1y) | |
| Fang Qiang Zhou | Registered representative | CFA | Mar 2025 (1y) | |
| David Michael Coiro | Registered representative | May 2025 (1y) | ||
| William R Callahan | Registered representative | CFA | Jul 2025 (1y) | |
| Kevin Michael Astorino | Registered representative | Jul 2025 (1y) | ||
| Nguyen Huy Phat Do | Registered representative | Jul 2025 (1y) | ||
| Charles Paul Alberton | Registered representative | CFA | Oct 2025 (1y) | |
| David C Tateosian | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Archlight Wealth Holdings Llc | Managing Member | Jun 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Garrett Richard D'alessandro: 50% – 75% of Archlight Wealth Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Hawkesworth, Kurt, Alexander: 25% – 50% of Archlight Wealth Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $161M (71% of AUM) May 2026
- Pershing $52.0M (23% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗