SANDLAPPER WEALTH MANAGEMENT, LLC

GREENVILLE, South Carolina·2 registered advisors·CRD# 164443
SEC# 801-76985864-679-4701
01

Firm Overview

AUM
$142K
Regulatory assets under management
Employees
14
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
Other: SOLICITOR/REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SANDLAPPER WEALTH MANAGEMENT, LLC

2 registered advisors
Karl Delane Leonard
GREENVILLE, South Carolina
Kimberly B Sparks
GREENVILLE, South Carolina
05

Office Locations

GREENVILLE, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. SANDLAPPER WEALTH MANAGEMENT, LLC (CRD# 164443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.