SANCHEZ WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredExperience the Difference of Proactive Wealth Management
About the firm
Sanchez Wealth Management Group is a Registered Investment Advisor (RIA) with a fiduciary responsibility to put clients' best interests first. The firm offers all-encompassing wealth management services, proactively addressing the four main risks of investing and retirement: longevity, inflation, timing or sequence of returns, and healthcare costs. Their approach is built on holistic discovery, adaptive strategy, and client communication and education.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including personalized financial planning, investment management, risk mitigation, retirement planning, and a wealth plan system that tracks finances and life documents through a secure electronic vault.
Who they serve
Clients ranging from those experienced in financial matters to those just starting to build their portfolio, seeking personalized strategies aligned with their goals and values.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 366 | $141M |
| High Net Worth Individuals | 172 | $420M |
| Charitable Organizations | 2 | $6.4M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SANCHEZ WEALTH MANAGEMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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