Fee-only adviser · Fairfield, NJ

Sandro Wealth Management LLC

Sandro Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fairfield, New Jersey. On its latest Form ADV, filed October 27, 2026, it reports $228M in regulatory assets under management, 55 individual clients and 11 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number332113 · SEC file 801-131421
Office155 Passaic Ave Suite 400
Fairfield, NJ 07004
Phone(973) 695-1160
Websitesandrowealth.com
Regulatory assets under management$228M
Individual clients30 non-high-net-worth, 25 high-net-worth
Financial planning clients0
How it chargesPercentage of assets
ServicesPortfolio management, Selection of other advisers
Employees21
Disciplinary disclosuresNone reported
Latest Form ADV filingOctober 27, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Fairfield

See all 4 fee-only advisers in Fairfield →

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Sandro Wealth Management LLC? Update this listing.