Sanchez Wealth Management Group
Financial Services • 
Jacksonville, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 5150 Belfort Rd, Suite 702, Jacksonville, Florida 32256, US |
| Phone number | +14156635900 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Risk Management, Comprehensive Financial Planning, Client Relationship Management, Cash Flow Management, College Planning, Retirement Planning, Legacy & Estate Planning, Wealth & Asset Management, A Registered Investment Advisor |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Sanchez Wealth Management Group
Chris Sanchez
Founder Sanchez Wealth Management Group
Sanchez Wealth Management Group Email Formats
Sanchez Wealth Management Group uses 2 email formats. The most common is {first initial} (e.g., j@sanchezwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sanchezwealth.com | 66.7% |
{first name} | john@sanchezwealth.com | 33.3% |
About Sanchez Wealth Management Group
Sanchez Wealth Management Group, LLC's mission is to provide our clients proactive wealth management and communications, superior service, and individualized, comprehensive financial planning so our clients can live the life they always dreamed. Sanchez Wealth Management Group, LLC is an independent Registered Investment Advisor. Our firm is committed to the Fiduciary Standard of Care for each client requiring us to put our client’s best interest ahead of our own. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sanchez Wealth Management Group, LLC, a registered investment advisor and separate entity from LPL Financial. The financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. https://brokercheck.finra.org/ https://www.finra.org/investors/professional-designations/aif https://www.cfp.net/verify-a-cfp-professional
Sanchez Wealth Management Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sanchez Wealth Management Group has never raised funding before.
Sanchez Wealth Management Group Tech Stack
Discover the technologies and tools that power Sanchez Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Canada
France
Frequently asked questions
4.8
40,000 users
