SourcingSourcing

SANDLOT PRIVATE WEALTH LLC

C29
CRD 335925·SEC 801-134313·OREM, UT
AUM
$305K
<$25M
Est. Revenue
$3K
@ 1% on AUM
Est. EBITDA
$915.141
@ 30% margin
Est. Deal Value
$7K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANDLOT PRIVATE WEALTH LLC
CRD
335925
SEC file #
801-134313
EIN
—
DBA names
—

Economics

AUM
$305K
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other5

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
OREM UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
sandlotwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLENN VENTURES LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GLENN VENTURES LLC
JENSEN, DAVID, CANNON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
SANDLOTWEALTH.COM
Rdap Domain Creation Date
2025-03-24T22:23:58Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
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
0.2554
Soi Zip Pct 200k Plus
0.0861
Soi Zip Returns 200k Plus
880
Soi Zip Total AGI
1,069,349
Fdic Zip Total Deposits
15,906,463,000
Fdic Zip Branch Count
162
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Washington Mutual BankOrem, UT
Washington Mutual BankOrem, UT
Fdic Zip HHI
1302.76
Fdic Zip Top Bank Share Pct
24.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-24T22:23:58Z
Rdap Domain Last Changed
2025-03-24T22:23:58Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.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
AGI34,893
Returns2,900
Stub 2
AGI80,967
Returns2,210
Stub 3
AGI92,268
Returns1,490
Soi Zip Total Business Income
23,602
Soi Zip Total Cap Gains
141,345
Soi Zip Total Dividends
32,404
Soi Zip Total Returns
10,220
Trust Company Affiliate
No

People (4)

4
DAVID CANNON JENSEN
Direct Owner · 37.5%
6158343
HENDERSON, KURT
Direct Owner · 17.5%
8144986
DALLAS MESSENGER
IAR
7864996
Alex Stephen Knowles
IAR
7880138