← Back to list

WHITE SAND WEALTH MANAGEMENT, LLC

UUID75c29520-6ddc-5948-8045-15efb827f1c0
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 304614 304614 1.0
sec_file_number 801-130027 801-130027

Profile

Websitehttps://whitesandwealth.com/
HQ CityLIBERTY
HQ StateMO
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • WHITE SAND WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)138,906,537.0
  • RAUM (discretionary)138,906,537.0
  • Actionable assets108,790,780.0
  • Accounts178.0

Institutional Clients

  • Government AUM2,553,051.0
  • Pension AUM3,265,419.0
  • Charitable AUM270,041.0
  • HNW AUM102,702,269.0

As of 2025-04-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.