President, CCO · Sandhill Wealth Management, Inc.
David A Gulacsy
CRD 5584342 · Named on Form ADV at one SEC-registered adviser
At a glance
Sandhill Wealth Management, Inc., an SEC-registered wealth manager based in Winter Park, FL with $118 million in regulatory assets, lists David A Gulacsy on its Form ADV as President, CCO, a control person.
Firms and roles
- Sandhill Wealth Management, Inc.President, CCOWealth manager · Winter Park, FL · $118M in regulatory assets
AtlasMembers
David’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 the firm
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- Control-person status
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- 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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.