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Member · Sandlot Private Wealth LLC

Casey G. Baugh

CRD 7358371 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Sandlot Private Wealth LLC, an SEC-registered wealth manager based in Orem, UT with $305,047 in regulatory assets, lists Casey G. Baugh on its Form ADV as Member, a control person. The SEC filings also name Casey at 1 other registered adviser.

Firms and roles

AtlasMembers

Casey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Casey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.