LP Profile

Sandbox Financial Partners

Also known as sandbox financial

Wealth ManagerBethesda, United StatesFounded 2018
Bethesda
Headquarters
Investment Focus

About Sandbox Financial Partners

Sandbox Financial - Independent Wealth Management and Fiduciary Planners, personalized for YOU. Live More and Worry Less.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sandbox Financial Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$681.7M
Total Clients
1,590
Filing Date
May 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Sandbox Financial Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Sandbox Financial Partners?

Sandbox Financial Partners is a wealth manager based in Bethesda, United States.

Where is Sandbox Financial Partners headquartered?

Sandbox Financial Partners is headquartered in Bethesda, United States.

When was Sandbox Financial Partners founded?

Sandbox Financial Partners was founded in 2018.

How can I contact Sandbox Financial Partners?

Verified contact details, key decision-makers, and investment preferences for Sandbox Financial Partners are available on LPbacked. Create a free account to access them.