Sard Wealth Management Group, Llc

Entity
Company
Business address
5607 Glenridge Drive, Suite 275, Building II, 30342 Atlanta, GA
Phone
404-843-4483
State of incorporation
GA
Fiscal year end
December 31
Former names
SAR WEALTH MANAGEMENT GROUP, LLC (to 4/15/2024)
Signature 13F
Jonathan Sard - Chief Compliance Officer
All SEC filings
View on sec.gov
Sard Wealth Management Group, Llc has filed 9 SEC EDGAR filings since 2/12/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 14, 2025 Jun 30, 2025 028-23700
13F-HR Open Document Open Filing Jul 9, 2025 Jun 30, 2025 028-23700
13F-HR Open Document Open Filing Apr 11, 2025 Mar 31, 2025 028-23700
13F-HR Open Document Open Filing Jan 15, 2025 Dec 31, 2024 028-23700
13F-HR Open Document Open Filing Oct 17, 2024 Sep 30, 2024 028-23700
N-PX Open Document Open Filing Aug 21, 2024 Jun 30, 2024 028-23700
13F-HR Open Document Open Filing Jul 15, 2024 Jun 30, 2024 028-23700
13F-HR Open Document Open Filing Apr 15, 2024 Mar 31, 2024 028-23700
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-23700