WHITE SAND WEALTH MANAGEMENT, LLC

WHITE SAND WEALTH MANAGEMENT

LIBERTY, Missouri·2 registered advisors·CRD# 304614

SEC# 801-1300270816-429-6743

01

Firm Overview

AUM

$111M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WHITE SAND WEALTH MANAGEMENT, LLC

2 registered advisors

Joel Kevin Huet

LIBERTY, Missouri

Karen Kristy Burris

LIBERTY, Missouri

05

Office Locations

LIBERTY, Missouri

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. WHITE SAND WEALTH MANAGEMENT, LLC (CRD# 304614) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.