ria

Sanchez Wealth Management Group

JACKSONVILLE, FL

CRD: 169274

In PWD coverage since September 10, 2026 · 11 stories

$571MRegulatory AUMSEC Form ADV · Sep 26

3EmployeesForm ADV

5Deals on our tracker

Regulatory AUM · Sep 12 – Sep 26

Deal recordFull tracker →

Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage

Sep 9, 26Deal announcedModern Wealth Management · $710 — coverage

Sep 9, 26Deal announcedModern Wealth Management · $710M — coverage

Aug 30, 26Deal closedModern Wealth Management · $710M

PWD coverage

M&A

Modern Wealth's 24th deal is a succession purchase priced in people

Six closings in nine months makes Modern Wealth the cleanest test of whether founder exits below $500 million can be integrated as fast as they are bought.

move · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets

exit · Sep 11Sanchez's real multiple sits in the terms nobody published

Deals & PE · Sep 10Three wealth platforms just bought a stake in the estate file

M&A · Sep 10Modern Wealth buys exits in Florida, and absorption is what it cannot buy

Moves · Sep 10OnePoint and Modern are buying channels, not Florida

advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down

the_wrap · Sep 10EQT opens its Asia buyout book to individuals

the_tape · Sep 10Aggregators are buying the teams now

M&A · Sep 10Modern Wealth buys exits, and absorption is the constraint

exit · Sep 10A $710 million exit where the founder stays put

Sanchez Wealth Management Group

Modern Wealth's 24th deal is a succession purchase priced in people

The Morning Brief