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Sandro Wealth Management LLC

EST. AUM
$227,594,694

CONTACTS
6

CLIENT ACCOUNTS
168

Firm Details

Metro area North Jersey
CRD Number 332113
Website sandrowealth.com
Client types

Overview

Sandro Wealth Management is a registered investment adviser that partners with financial advisors to deliver a full-spectrum wealth management platform for high-net-worth clients. The firm emphasizes a Total Portfolio Approach that combines public securities with private market alternatives and provides six advisory solutions: investment management, private market investments, banking as a service, trust and estate planning, business succession planning, and asset protection and risk management. Its senior team works with advisors to construct research-driven portfolios across public and private markets.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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