Sanchez Wealth Management Group, LLC

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Client assets under management

$560,498,461

Clients

538

32% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

179

Very High

Average account size

$1,041,819

About

Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), retirement plans, trusts, estates, and charitable organizations. The firm offers customized portfolios built from model allocations and may also introduce clients to separately managed account managers and a broad range of investment vehicles such as mutual funds, ETFs, REITs, annuities, and alternative investments.

The firm follows a Proactive Holistic Wealth Management Process that begins with a top-down macroeconomic view and implements strategic, tactical, or an unconstrained approach over a three- to five-year horizon while monitoring short-term risks; portfolios may employ hedging and derivatives where appropriate. Sanchez Wealth relies on internally developed model portfolios, due diligence on third‑party managers, and third-party research and model solutions (including services from BlackRock and Natixis) to inform investment decisions.

Noteworthy distinctions disclosed in the brochure include a legacy wrap-fee program (Investment Management Program II) that is closed to new clients, the fact that certain investment adviser representatives are insurance‑licensed and may recommend insurance products for which they receive commissions, and the firm’s explicit use of third‑party model portfolios and participation in sponsored due‑diligence events—each noted as potential conflicts of interest in its disclosures. The firm also reports approximately $571 million in discretionary assets under management and identifies its custodial and broker‑dealer relationship with LPL Financial as a material operational arrangement.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing Annuities

Fee options

Fixed

Financial planning and consulting fees charged as a flat fee up to 0.10% of client's net worth.

Project-based

Hourly billing may be charged for financial planning or consulting services if not charged as flat fee; specifics negotiated per client.

Other

Account minimum: $100,000 Fee-only: Financial planning and consulting fees charged as a flat fee up to 0.10% of client's net worth or hourly fees if applicable, negotiated case-by-case.

Main office location

Sanchez Wealth Management Group, LLC

5150 Belfort Rd., Suite 702

Jacksonville FL 32256-6038, United States

Number of offices

Most active in

California · Florida · Georgia · Louisiana · Nebraska · North Carolina · Oregon · South Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 904-281-9261

Advisors at this firm

Dawn N

CFP®, Series 66

Jacksonville, FL

Sanchez Wealth Management Group, LLC

Dawn Nicoles is a CFP® professional with 24 years of experience in the financial services industry. She is currently affiliated with LPL Financial and also provides investment advisory services through Sanchez Wealth Management Group, an independent registered investment advisor. Her prior experience includes nearly 20 years at Ameriprise Financial and Ameriprise Financial Services. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and a variety of delivery options, including financial planning, model-portfolio advisory programs, and third-party asset management.

Options & derivatives strategies Real estate investing Annuities

Christen S

CFP®, Series 63, Series 65

Jacksonville, FL

Sanchez Wealth Management Group, LLC

Christen Sanchez is a CFP® professional with 28 years of experience in the financial services industry. She has been with Sanchez Wealth Management Group, LLC since 2010 and has concurrently worked with LPL Financial since 2000. Sanchez is also a licensed independent insurance agent. Sanchez Wealth Management Group provides advisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a proactive holistic wealth management process, utilizing model portfolios based on macroeconomic analysis and strategic asset allocation over a three- to five-year horizon.

Options & derivatives strategies Real estate investing Annuities

Joshua M

Series 63, Series 66

Jacksonville, FL

Sanchez Wealth Management Group, LLC

Joshua Mandelkorn is a financial advisor at Sanchez Wealth Management Group, LLC in Jacksonville, FL, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Sanchez Wealth Management Group and affiliated with LPL Financial since 2013. Sanchez Wealth Management Group provides advisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a proactive holistic wealth management process and uses strategic and tactical asset allocation with a multi-year investment horizon, incorporating model portfolios and periodic portfolio reviews.

Options & derivatives strategies Real estate investing Annuities

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