Dakota
Dakota
Book a Demo
Talk to an Expert

Sanchez Wealth Management Group

EST. AUM
$571,211,120

CONTACTS
3

CLIENT ACCOUNTS
1,502

Firm Details

Metro area Jacksonville
CRD Number 169274
Website sanchezwealth.com
Client types

Overview

Sanchez Wealth Management Group is a Registered Investment Advisor (RIA) based in Jacksonville, Florida, managing approximately $342.2 million in assets for 429 clients, including individuals, high-net-worth individuals, and corporations. They emphasize a macroeconomic, top-down investment strategy focused on strategic and tactical asset allocation. Their portfolio includes exchange-traded securities, pooled investment vehicles, and cash equivalents. Dedicated to acting in their clients' best interests, the firm delivers personalized financial strategies tailored to diverse needs.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy