SourcingSourcing

WHITE SAND WEALTH MANAGEMENT, LLC

C42
CRD 304614·SEC 801-130027·LIBERTY, MO
AUM
$172.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$517K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WHITE SAND WEALTH MANAGEMENT, LLC
CRD
304614
SEC file #
801-130027
EIN
—
DBA names
White Sand Wealth Management

Economics

AUM
$172.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$138.9M → $172.4M▲ +24%
Client mix
Individuals Other133
Individuals High Net Worth55
Pension Profit Sharing Plans5
Charitable Organizations3
State Or Municipal Govt1

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
LIBERTY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/11/2026
ADV-W filed at
—
Website
whitesandwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUET, JOEL, KEVIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUET, JOEL, KEVIN
BURRIS, KAREN, KRISTY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WHITESANDWEALTH.COM
Rdap Domain Creation Date
2019-05-24T21:57:25Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2904
Soi Zip Pct 200k Plus
0.0719
Soi Zip Returns 200k Plus
1,250
Soi Zip Total AGI
1,527,258
Fdic Zip Total Deposits
24,045,022,000
Fdic Zip Branch Count
472
Fdic Zip Top Banks
Bank of America, National Association
Pony Express Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Commercial Bank of Liberty, N. A.Liberty, MO
Commercial Bank of Liberty, N. A.Liberty, MO
Fdic Zip HHI
759.61
Fdic Zip Top Bank Share Pct
16.2
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-24T21:57:25Z
Rdap Domain Last Changed
2025-05-25T14:03:11Z
Rdap Nameservers
Phil.ns.cloudflare.comVenus.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,235
Returns4,170
Stub 2
AGI127,550
Returns3,420
Stub 3
AGI167,680
Returns2,710
Soi Zip Total Business Income
39,855
Soi Zip Total Cap Gains
63,116
Soi Zip Total Dividends
22,782
Soi Zip Total Returns
17,390
Top Owner CRD
6096770
Trust Company Affiliate
No

People (4)

4
HUET, JOEL, KEVIN
IAR · Direct Owner · 87.5%
6096770
BURRIS, KAREN, KRISTY
IAR · Executive Officer · 2.5%
6097620
Samuel Huet
IAR
8081611
Kelly Lynn Kariker
IAR
6792877