SANDLAPPER WEALTH MANAGEMENT, LLC

GREENVILLE, South Carolina·4 registered advisors·CRD# 41534

SEC# 801-792195864-679-4701

01

Firm Overview

AUM

$229M

Regulatory assets under management

Employees

17

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SANDLAPPER WEALTH MANAGEMENT, LLC

4 registered advisors

Jack Charles Bixler

GREENVILLE, South Carolina

Mark Edwin Reinstein

GREENVILLE, South Carolina

Michael Stuart Brown

DUNWOODY, Georgia

Trevor Lee Gordon

GREENVILLE, South Carolina

05

Office Locations

GREENVILLE, South Carolina

DUNWOODY, Georgia

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Data sourced from SEC Form ADV filings. SANDLAPPER WEALTH MANAGEMENT, LLC (CRD# 41534) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.