Sandhill Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,333,385
Clients
205
Advisors
2
of 2 employees
About
Sandhill Wealth Management provides discretionary wealth management and portfolio management to individuals (including high-net-worth clients), trusts, estates, business entities, and charitable organizations. The firm offers advice across a broad set of investment products—listed and OTC equities, mutual funds and ETFs, fixed income, options, and variable insurance products—and conducts regular reviews of client portfolios.
The firm’s investment approach emphasizes a long-term buy-and-hold strategy supplemented by fundamental and technical analysis, periodic rebalancing, and the ability to use options strategies and margin when appropriate. Portfolios are tailored to individual goals and risk profiles, clients may impose reasonable restrictions, and the adviser may reallocate holdings in response to large-scale macroeconomic changes.
Notably for a small, supported firm, Sandhill provides access to privately offered and pooled investment vehicles (e.g., hedge funds, private equity, venture capital, real estate and energy-related interests), a capability that is relatively uncommon among peers. The brochure also discloses that its advisory representatives may hold securities and insurance licenses and receive additional compensation for sales of certain products, which the firm addresses through disclosure and supervisory procedures.
Client services
Expertise
Fee options
$0 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $1,249,999: 1.25% $1,250,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Main office
831 West Morse Blvd
Winter Park FL 32789
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Edward J
Series 63, Series 65
Winter Park, FL
Sandhill Wealth Management, Inc.
Edward Jennings is a financial advisor at Sandhill Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Partners Credit Union. Sandhill Wealth Management is an independent, owner-managed firm serving individuals, trusts, estates, and business entities. The firm employs a long-term buy-and-hold investment strategy and is notable for advising on interests in privately offered and pooled investment vehicles, including hedge funds and private equity.
David G
Series 66
Winter Park, FL
Sandhill Wealth Management, Inc.
David Gulacsy is a financial advisor at Sandhill Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Gulacsy is also the owner of Sandhill Wealth Management, where he manages and services client accounts. Sandhill Wealth Management is an independent, owner-managed firm that provides portfolio management and advisory services to individuals, trusts, estates, and business entities. The firm employs a long-term buy-and-hold investment strategy and offers specialized advice on privately offered and pooled investment vehicles.
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