SANCHEZ WEALTH MANAGEMENT, LLC

MINDEN, Nevada·2 registered advisors·CRD# 317033
SEC# 801-1226030775-800-1801
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SANCHEZ WEALTH MANAGEMENT, LLC

2 registered advisors
Jason Everett Gaunt
MINDEN, Nevada
Jon Gregory Sanchez
MINDEN, Nevada
05

Office Locations

MINDEN, Nevada
2 advisors

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Data sourced from SEC Form ADV filings. SANCHEZ WEALTH MANAGEMENT, LLC (CRD# 317033) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.