# Sanchez Wealth Management Group

Sanchez Wealth Management Group is a Bank / Wealth / Trust based in Jacksonville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jacksonville, United States
- **Region:** North America
- **Address:** Jacksonville, FL, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** sanchezwealthmanagement.com
- **LinkedIn:** linkedin.com/company/sanchez-wealth

## Regulatory record

- **CRD number:** 169274
- **SEC file number:** 801-78772
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-20T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169274

## About

Sanchez Wealth Management Group is an SEC-registered investment adviser in Jacksonville, FL, registered since 2013. The firm manages $571 million in regulatory assets. It has 3 employees and 3 investment advisers.

## People

- Philip Sanchez — President and Wealth Advisor

## Questions

### Who runs investment decisions at Sanchez Wealth Management Group?

Philip Sanchez, who serves as President and Wealth Advisor, is the named principal responsible for all investment and planning decisions. The firm operates without publicly listed additional investment committee members or outside CIOs. This centralization is typical for independent advisory practices of this size, where the founding advisor maintains direct control over client portfolios.

### Does Sanchez Wealth Management Group participate in fund commitments or direct deals?

No. The firm operates as a traditional wealth manager, constructing portfolios for individual clients using publicly available securities and standard investment vehicles. There is no public record of direct co-investments, private fund commitments, or venture capital activity. The firm's regulatory profile as a registered investment advisor reflects retail-focused portfolio management rather than institutional allocations.

### What investment strategies does Sanchez Wealth Management Group employ?

The firm emphasizes comprehensive financial planning that integrates retirement strategies, estate planning, and portfolio construction. Investment management follows a personalized advisory approach rather than a proprietary strategy or thematic mandate. Client portfolios are built from traditional asset classes — equities, fixed income, and mutual funds — based on individual goals and risk tolerance.

### How is Sanchez Wealth Management Group regulated?

The firm operates as a registered investment advisor (RIA), which places it under the regulatory oversight of the SEC or the state of Florida, depending on its assets under management. RIAs are held to a fiduciary standard, meaning Sanchez Wealth Management Group is legally obligated to act in its clients' best interests when providing investment advice.

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Last updated: 2026-06-03T20:00:00.000Z

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