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White Sand Wealth Management
WHITE SAND WEALTH MANAGEMENT is an SEC-registered investment adviser in LIBERTY, MO, registered since 2024. The firm manages approximately $172 million in...
Overview
WHITE SAND WEALTH MANAGEMENT is an SEC-registered investment adviser in LIBERTY, MO, registered since 2024. The firm manages approximately $172 million in assets. It has 7 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
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.
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