Sanchez Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$560,498,461
Clients
538
Advisors
3
of 3 employees
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
Expertise
Fee options
Financial planning and consulting fees charged as a flat fee up to 0.10% of client's net worth.
Hourly billing may be charged for financial planning or consulting services if not charged as flat fee; specifics negotiated per client.
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
5150 Belfort Rd., Suite 702
Jacksonville FL 32256-6038
Advisors at this office
3
Most active in
California · Florida · Georgia · Louisiana · Nebraska · North Carolina · Oregon · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dawn N
CFP®, Series 66
Jacksonville, FL
Sanchez Wealth Management Group, LLC
Dawn Nicoles is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. She is currently with Sanchez Wealth Management Group, LLC, joining in 2024 after previous roles at Ameriprise Financial Services and LPL Financial. Dawn also operates a personal business entity for tax and investment purposes. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and charitable organizations. The firm utilizes a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and strategic investment approaches, relying on both internal model portfolios and third-party research to guide decisions.
Christen S
CFP®, Series 63, Series 65
Jacksonville, FL
Sanchez Wealth Management Group, LLC
Christen Sanchez is a financial advisor at Sanchez Wealth Management Group, LLC in Jacksonville, FL, holding CFP®, Series 63, and Series 65 credentials with 29 years of industry experience. Christen has worked previously with LPL Financial from 2000 to 2026 and has been with Sanchez Wealth Management Group since 2010. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and employs customized portfolios with model allocations, third‑party managers, and a variety of investment vehicles.
Joshua M
CFP®, Series 63, Series 66
Jacksonville, FL
Sanchez Wealth Management Group, LLC
Joshua Mandelkorn is a CFP® with 15 years of industry experience. He has been with Sanchez Wealth Management Group, LLC since 2013 and previously worked at LPL Financial during the same period. He also has involvement in investor relations activities related to the firm’s business. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a Proactive Holistic Wealth Management Process, using customized portfolios and a range of investment vehicles, combining internally developed models with third-party research and managers.
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