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White Sand Wealth Management
White Sand Wealth Management provides wealth advisory and investment management services to high-net-worth individuals and families.
White Sand Wealth Management
White Sand Wealth Management provides wealth advisory and investment management services to high-net-worth individuals and families. The firm operates under a fiduciary standard, placing client interests ahead of any product or commission incentives. The advisor constructs multi-asset class portfolios typically spanning equities, fixed income, and alternative investments. Client assets are custodied primarily at Charles Schwab, providing institutional-level trade execution and account protection. The firm emphasizes a planning-led investment process, integrating tax-sensitive strategies with long-term asset allocation. White Sand maintains a lean structure common to boutique RIAs, with advisory and client-service professionals managing relationships across a concentrated book of families. The firm does not operate pooled proprietary funds; instead, it implements client-specific separately managed accounts or utilizes third-party managers. The firm's structural edge lies in its independent, owner-operated RIA model. Without a parent bank, insurance company, or broker-dealer, White Sand selects investments and custodians based solely on client suitability. Compensation derives from transparent asset-based fees, aligning long-term advisor economics with portfolio performance.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is White Sand Wealth Management a fiduciary?
As a registered investment advisor, White Sand Wealth Management operates under a fiduciary duty to its clients. This means the firm is legally required to place client interests ahead of its own and to disclose any potential conflicts of interest. Unlike broker-dealers who can recommend products that are merely 'suitable,' RIAs must pursue the best execution and most appropriate investments for each client's situation.
Who custody's client assets for White Sand Wealth Management?
White Sand Wealth Management uses Charles Schwab as its primary custodian. Client assets are held in accounts at Schwab, which provides independent custody, trade execution, and SIPC protection. The separation of advisory firm from custodian is a key structural protection: the advisor has authority to trade but cannot take custody of assets directly.
How does White Sand Wealth Management charge for its services?
The firm typically charges an asset-based fee calculated as a percentage of assets under management. This fee structure is disclosed in Form ADV filings. Because compensation is tied directly to assets under management rather than transaction commissions, the fee model is designed to align the firm's incentives with long-term portfolio growth and client asset retention.
Does White Sand Wealth Management require a minimum account size?
Many independent RIAs operate with minimum relationship sizes, often ranging from $500,000 to several million dollars, depending on the complexity of services provided. White Sand's specific minimums would be stated in its Form ADV Part 2A brochure, which the firm is required to offer to prospective clients.
How is White Sand Wealth Management different from a wirehouse advisor?
White Sand operates as an independent RIA, meaning it is not employed by a large bank or brokerage firm. Structurally, this gives the firm freedom to select the best-in-class investments for each client without corporate mandates to promote proprietary products. The independent model also typically offers greater transparency into fees, as compensation is a direct advisory fee rather than embedded commissions or revenue-sharing arrangements.
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