Aerial Wealth Advisors

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Albuquerque
CRD Number
Website aerialwealthadvisors.com
Client types

Overview

Aerial Wealth Advisors is a boutique advisory firm led by James and Megan Sandbothe, serving affluent individuals, families, and business owners. After departing Edward Jones, they established Aerial to deliver a highly personalized, goal-driven wealth planning and investment service. Their philosophy emphasizes alignment with client values, rigorous due diligence, and access to both public and private markets. They leverage an open architecture platform (via &Partners) to select best-in-class managers while maintaining fiduciary standards. Their approach merges planning, investment management, and education to help clients pursue both capital growth and tailored legacy goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Aerial Wealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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