SEC Form ADV · CIK 2010095

SARD WEALTH MANAGMENT GROUP, LLC

Registered Investment AdviserGA
$464.0M
Assets Under Management
1,127
Total Clients
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Registration Details

CIK
2010095
Accession
CRD-123457
Location
ATLANTA, GA
Filing Date
February 10, 2026
AUM
$464.0M
Total Clients
1,127
Amendment
No

About this Adviser

SARD WEALTH MANAGMENT GROUP, LLC is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $464.0M in assets across 1,127 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.