Denise Bogotana Sandkamp
Investment adviser representative at The Wealth Boutique
14 yearsExperience
2 statesRegistered in
$120.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- The Wealth BoutiqueJul 2025 to now
- Financial Independence GroupJun 2025 to now
- Elite Ocean View RealtyJul 2024 to now
- World Financial GroupApr 2024 to Jun 2025
- CitibankApr 2018 to Mar 2024
- American ExpressApr 2012 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
The Wealth Boutique
Legal name: Women's Wealth Advisor
$120.8MAssets managed
317Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8143293
- Firm CRD
- 317291