Sanchez Wealth Management Group Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Sanchez Wealth Management Group General Information

Description

Provider of wealth management and financial planning services intended for individuals and organizations. The company offers personalized financial planning, investment management, risk mitigation, retirement planning, wealth tracking, and document storage, enabling clients to manage their assets and mitigate investment risks through a fiduciary-led digital platform.

Contact Information

Website
www.sanchezwealth.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 5150 Belfort Road
  • Suite 702
  • Jacksonville, FL 32256
  • United States
Primary Industry
Asset Management
Acquirer
Modern Wealth Management
Corporate Office
  • 5150 Belfort Road
  • Suite 702
  • Jacksonville, FL 32256
  • United States

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Sanchez Wealth Management Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Sanchez Wealth Management Group FAQs

  • When was Sanchez Wealth Management Group founded?

    Sanchez Wealth Management Group was founded in 2000.

  • Where is Sanchez Wealth Management Group headquartered?

    Sanchez Wealth Management Group is headquartered in Jacksonville, FL.

  • What industry is Sanchez Wealth Management Group in?

    Sanchez Wealth Management Group’s primary industry is Asset Management.

  • Is Sanchez Wealth Management Group a private or public company?

    Sanchez Wealth Management Group is a Private company.

  • What is Sanchez Wealth Management Group’s current revenue?

    The current revenue for Sanchez Wealth Management Group is .

  • When was Sanchez Wealth Management Group acquired?

    Sanchez Wealth Management Group was acquired on 10-Sep-2026.

  • Who acquired Sanchez Wealth Management Group?

    Sanchez Wealth Management Group was acquired by Modern Wealth Management.

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