What Sandro Wealth does

Sandro Wealth Management is a privately-owned, SEC-registered independent investment adviser headquartered in Fairfield, Connecticut. The firm operates a B2B2C wealth management platform that partners with elite financial advisors to serve high-net-worth individuals with $5M or more in investable assets, as well as business owners with $5M+ in revenue. Sandro offers six integrated advisory solutions: investment management, private market investments, estate planning, business succession planning, asset protection and risk management, and banking-as-a-service. Its "Total Portfolio Approach" combines public securities with private market alternatives, including private credit, distinguishing it from traditional wealth models built around standardized allocation templates.

The platform is delivered through a sales-led go-to-market motion targeting financial advisors who lack the in-house breadth to serve sophisticated HNW clients; Sandro positions itself as the back-office capability layer. Revenue is generated via advisory service fees, most likely as a percentage of assets under management or on a recurring basis across the six solution areas. Distribution operates through two channels: financial advisor partnerships (primary) and direct senior-partner engagement with business owners for succession, exit planning, and multi-generational wealth management. The firm has assembled a consortium of bank and nonbank lenders to power its Banking-as-a-Service offering, enabling multi-provider credit solutions across residential, commercial, and investor real estate.

The senior leadership team is the firm's principal asset. CEO and Co-CIO Garrett D'Alessandro co-founded Rochdale Investment Management in 1986 and grew it to $30B AUM following its 2012 acquisition by a bank. Co-CIO Tom Galvin previously oversaw approximately $60B in client assets at City National Rochdale. Recent additions include Chief Commercial Officer David Tateosian (ex-President of First Republic Securities Company) and Senior Managing Director Chuck Alberton (ex-Lehman Brothers, ex-Rochdale), both hired in late 2025 to drive commercial growth and West Coast expansion. No revenue, AUM, funding, or AI/ML capabilities are disclosed, and the firm appears to be in an early commercial buildout phase despite the leadership team's prior institutional-scale experience.

Name

Sandro Wealth

Legal name

Sandro Wealth Management

Website

https://sandrowealth.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Sandro Wealth is a privately-owned, SEC-registered investment adviser that partners with elite financial advisors to deliver six integrated wealth management solutions—investment management, private markets, estate planning, business succession, asset protection, and banking-as-a-service—to high-net-worth clients ($5M+) and business owners.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Estate planning
• Private market investments
• Business succession planning

Headquarters

HQ city

Fairfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Advisory Services Fees: Sandro Wealth generates revenue through advisory service fees, likely charged as a percentage of assets under management (AUM) or as service fees for their six wealth management solutions: investment management, private market investments, banking as a service, trust and estate planning, business succession planning, and asset and risk management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Sandro Wealth Management is a private wealth advisory firm that provides six core advisory solutions—investment management, private market investments, banking as a service, trust and estate planning, business succession planning, and asset and risk management—through a Total Portfolio Approach that combines public securities with private market alternatives. The firm partners with elite financial advisors to enable them to serve high-net-worth clients ($5M+) and also directly engages business owners for exit planning, value acceleration, and multi-generational wealth management.

Product overview

Sandro Wealth is a private wealth management platform that delivers six core advisory solutions: Investment Management, Private Market Investments (including Private Credit Alternatives), Estate Planning, Business Succession Planning, Asset Protection and Risk Management, and Banking as a Service. The platform utilizes a Total Portfolio Approach that combines public securities with private market alternatives. For business owners, Sandro offers a three-phase journey covering Value Acceleration (Grow), Succession & Sale (Transition), and Multi-Generational Wealth Management (Manage). The company serves elite financial advisors and high-net-worth clients ($5M+) through a collaborative, advisor-led model.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Comprehensive investment management services that align clients' goals and preferences with strategic asset allocation across public and private markets. Designed for elite advisors serving high-net-worth clients and their $5M+ investor clients.
• Private Market Investments Access to private market alternative investments including private credit alternatives that represent an income-producing asset class for sophisticated investors.
• Estate Planning Expertise in wealth transfer strategies, tax optimization, and legacy planning to protect assets and maximize wealth for family members of high-net-worth clients.
• Business Succession Planning Strategic planning services for business owners considering succession and exit planning, including value acceleration, transition design, and sale process execution.
• Asset Protection and Risk Management Strategies and solutions designed to protect client assets and manage risk across their wealth portfolio.
• Banking as a Service Access to a consortium of bank and nonbank lenders offering multiple providers across residential and commercial mortgages and investor real estate to address sophisticated borrowing needs.
• Value Acceleration (Grow Phase) Phase one of the business owner journey focused on assessing business readiness and attractiveness to sell, understanding current and future business value.
• Succession & Sale (Transition Phase) Phase two of the business owner journey focused on deal design, sale structure, tax planning, and successful transition execution.
• Multi-Generational Wealth Management (Manage Phase) Phase three of the business owner journey focused on preserving created value through multi-layered and multi-generational portfolio management.
• Tax Advisory Strategies aimed at minimizing clients' tax liabilities and maximizing long-term wealth through optimization across tax-deferred, tax-exempt, and taxable investments.
• Credit Solutions Sophisticated borrowing solutions through a consortium of bank and nonbank lenders addressing residential and commercial mortgages and investor real estate needs.
• Private Credit Alternatives Private credit alternatives representing an income-producing asset class within private market investments for sophisticated investors.

Quantifiable outcome

• $2.8M retained on hypothetical $22M business sale through active tax planning, staged liquidity, and strategic asset allocation

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Banking and Nonbank Lender ConsortiumcoreOthersSandro Wealth has established a consortium of bank and nonbank lenders to address sophisticated borrowing needs for clients. The lender platform offers multiple providers across residential and commercial mortgages and investor real estate.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• City National Rochdale (CNR): CNR is a wealth management subsidiary of City National Bank serving HNW clients with a Total Portfolio Approach combining public and private market allocations. Multiple Sandro leaders (Tom Galvin, Chuck Alberton, Alok Gupta, Fang Zhou, Steve Denike) came from CNR, making it the most directly comparable operating model.
• First Republic Wealth Management: First Republic built a leading HNW private wealth business serving clients with $5M+ investable assets through a boutique advisory model. Sandro's Chief Commercial Officer David Tateosian helped build its private wealth to $250B+, and the firms share HNW targeting, private banking integration, and advisor-led delivery.
• Bessemer Trust: Bessemer Trust is a privately-owned multi-family office serving UHNW families with integrated investment management, estate planning, and wealth structuring. Comparable to Sandro in fiduciary independence, breadth of solutions, and HNW/UHNW focus without retail mass-affluent exposure.
• Pathstone: Pathstone is an independent, employee-owned wealth advisory firm serving HNW families, foundations, and endowments with comprehensive investment, estate, and family-office services. Comparable to Sandro as a privately-owned independent RIA with multi-solution advisory and a similar target client profile.
• Cerity Partners: Cerity Partners is a national, independent wealth management and investment firm built through the integration of multiple RIAs serving HNW clients. It mirrors Sandro's six-solution platform approach (investment management, tax, estate, business transition, risk management) for the same $5M+ client segment.
• Aspiriant: Aspiriant is an independent, employee-owned RIA serving HNW individuals and families with integrated financial planning, investment management, and tax services. Directly comparable as an independent, fee-only RIA competing in the same $5M+ wealth advisory segment.

Broad incumbents

• J.P. Morgan Wealth Management: J.P. Morgan offers a broad wealth management platform serving HNW and UHNW clients with investment management, lending, estate planning, and alternatives. Comparable as a comprehensive wealth platform competing for the same HNW segment, though with vastly greater scale and balance-sheet resources.
• Morgan Stanley Wealth Management: Morgan Stanley's wealth management division serves HNW and UHNW clients globally with investment advisory, financial planning, lending, and alternatives. Comparable as a broad incumbent offering the same multi-solution wealth services Sandro provides to $5M+ clients, with materially larger scale.
• UBS Wealth Management USA: UBS Global Wealth Management serves HNW and UHNW clients with discretionary and advisory portfolio management, lending, and alternatives. Several Sandro leaders held senior roles at UBS and its predecessors (Smith Barney, Shearson Lehman Brothers), and the firms overlap in client focus and product breadth.
• Merrill Lynch Wealth Management: Merrill Lynch's wealth division is among the largest U.S. HNW advisor networks, offering investment management, lending, estate, and business-owner services. Comparable to Sandro in HNW targeting and business-owner services, with far greater advisor count and brand recognition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sandrowealth
• Xx.com/SandroWealth
• Facebookfacebook.com/profile.php

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sandro Wealth