# SARD WEALTH MANAGMENT GROUP

SARD WEALTH MANAGMENT GROUP is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 123457
- **SEC file number:** 801-68891
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123457

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:25.008Z

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