SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sard Wealth Managment Group, LLC
Atlanta, GA
Sard Wealth Management Group, LLC, CRD 123457
Firm filing updated February 10, 2026 ·
- $464MAssets
- 325Clients
- 2Advisory staff
- 1,127Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals164
- High net worth individuals155
- Pension and profit sharing plans6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 164 | $52.5 million |
| High net worth individuals | 155 | $381.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $29.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$464.0 million
- Accounts1,127
- Discretionary$430.7 million · 1,114 accounts
- Non-discretionary$33.3 million · 13 accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients11 to 25
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Sard Wealth Management Group, LLC SEC-registered investment advisor. CRD 123457, SEC file 801-68891.
- Registered with the SEC as an investment advisor (status date on record: March 11, 2008).
Is Sard Wealth Managment Group, LLC a fiduciary?
Short answer: Sard Wealth Managment Group, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.