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Sanchez Wealth Management Group
JACKSONVILLE, FL
CRD: 169274
In PWD coverage since September 10, 2026 · 10 stories
$571MRegulatory AUMSEC Form ADV · Sep 11
3EmployeesForm ADV
5Deals on our tracker
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Aug 30 · team liftout
Deal recordFull tracker →
Aug 30, 26Deal closedModern Wealth Management · $710M
PWD coverage
move
Six Modern Wealth advisors left as it acquired $710 million in assets
Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.