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RIA · CRD 170194State-Registered Investment Adviser

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SAR Wealth Management

SAR WEALTH MANAGEMENT is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 4 employees and 3...

Overview

SAR WEALTH MANAGEMENT is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 4 employees and 3 investment advisers. It operates with a team of 7 professionals.

General information

Firm type

RIA

Frequently asked questions

Who manages investment decisions at SAR Wealth Management?

No named principals or investment committee members are publicly identified for SAR Wealth Management. The firm's ownership and decision-making structure remain undisclosed.

What is the AUM of SAR Wealth Management?

SAR Wealth Management has not publicly disclosed any AUM figure. No third-party source provides an estimate.

What investment stages does SAR Wealth Management target?

No information is available about SAR Wealth Management's target investment stages, asset classes, or deal structures.

What sectors does SAR Wealth Management focus on?

No sector preferences have been disclosed by SAR Wealth Management. No portfolio companies or investments are publicly attributed to the firm.

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