Sandlot Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sandlot Private Wealth is a boutique, values‑driven investment adviser that serves ultra‑high‑net‑worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm offers holistic wealth management services including comprehensive financial planning, discretionary portfolio management, estate and legacy planning, family office infrastructure, and guidance on IRA rollovers.
The firm manages tailored portfolios across traditional and alternative asset classes and emphasizes access to private investments such as private equity, venture capital, hedge funds, and real estate, often supplemented by sub‑advisers. Sandlot integrates performance and leadership development (its “MW3” approach) into client relationships and, for qualified clients, may use performance‑based fee arrangements for certain private or alternative investments.
Sandlot Private Wealth is affiliated with an adviser that sponsors and manages private investment funds, and it may recommend those affiliated funds to clients while disclosing and managing the resulting conflicts through written policies, disclosures, and allocation procedures. The firm targets high‑minimum, long‑term relationships (typical account minimums are $5 million) and focuses on bespoke services for ultra‑wealthy and family‑office clients rather than retail or ordinary high‑net‑worth investors.
Client services
Expertise
Occupation focus
Fee options
Flat fees for additional services; quoted in advance and agreed upon with client
0.50% - 1.70% annually (negotiable based on relationship, complexity, and asset size)
Hourly fees may be charged for fixed/project-based additional services; specific amounts quoted per engagement
Performance-based fees typically range from 0% to 20% of investment profits on certain private and alternative investments, charged only to qualified clients
Account minimum: $5,000,000 Fee-only: Flat-rate, hourly, or project-based fees for additional services such as estate planning coordination, strategic business advisory, or custom family office support; specific amounts quoted in advance
Main office
1510 E. 840 N.
Orem UT 84097
Advisors at this office
4
Most active in
Colorado · Connecticut · Texas · Utah
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Advisors at this firm
Bryan B
CFP®
Orem, UT
Sandlot Private Wealth LLC
Bryan Burris is a CFP® professional with 23 years of industry experience. He currently leads Sandlot Private Wealth LLC and previously worked at Elysium Wealth Management, Salt Wealth Partners, and Sage Income Advisors. Outside of his advisory role, he manages a family mountain rental cabin in Silver Plume, Colorado. Sandlot Private Wealth is a boutique, values-driven investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management with a focus on tailored portfolios across traditional and alternative assets, including private equity and venture capital.
John C
Series 66
Orem, UT
Sandlot Private Wealth LLC
John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.
Dallas M
Series 65
Orem, UT
Sandlot Private Wealth LLC
Dallas Messenger is a financial advisor at Sandlot Private Wealth LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Orion Portfolio Solutions and JPMorgan Chase & Co, as well as work outside financial services at The Station Bar and Venue. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management, including comprehensive financial planning, discretionary portfolio management, and access to private investments across traditional and alternative asset classes.
Ryan C
CFA®, Series 63
Orem, UT
Sandlot Private Wealth LLC
Ryan Carrington is a CFA® charterholder with five years of industry experience. He is the sole advisor at Sandlot Private Wealth LLC, where he has worked since 2026. His prior experience includes roles at Elysium Wealth Management, SDDCO Brokerage Advisors, and Sky Harbor Capital Management. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm offers comprehensive wealth management, including portfolio management and estate planning, with a focus on private investments and tailored, long-term client relationships.
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