Updated:
SARD WEALTH MANAGMENT GROUP
SARD Wealth Management Group, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2008. The firm manages $464 million in assets, with...
SARD WEALTH MANAGMENT GROUP
SARD Wealth Management Group, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2008. The firm manages $464 million in assets, with $431 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at SARD Wealth Management Group?
No named investment principal is publicly associated with the firm. The office's management structure and key decision-makers are not disclosed in any available public record.
How does SARD Wealth Management Group source investment opportunities?
The firm has no public-facing presence, website, or professional networking profile, implying deal sourcing is handled through private networks rather than inbound institutional channels.
Does SARD Wealth Management Group disclose its asset allocation or investment strategy?
No. The firm does not publish any mandate details, asset-class preferences, or strategic allocation targets. Its approach remains entirely opaque to the public and institutional research community.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: