Sandlot Private Wealth Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 335925
· SEC file 801-134313
· Orem, UT
· sandlotwealth.com
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $305K
- Discretionary
- $305K
- Clients
- 5
- Avg AUM / client
- $61.0K
- Accounts
- 21
- Employees
- 4
AUM over time
$0
$305K
Aug 8, 2025
Jul 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $198K | 64.9% |
| High net worth individuals | Fewer than 5 | $107K | 35.1% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dallas Messenger | Registered representative | Sep 2025 (1y) | ||
| Alex Stephen Knowles | Registered representative | Apr 2026 (0y) |
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) | 07/14/2026 | 2.21 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗