Owner · White Sand Wealth Management
Joel K. Huet
CRD 6096770 · Named on Form ADV at one SEC-registered adviser
At a glance
White Sand Wealth Management, an SEC-registered wealth manager based in Liberty, MO with $172 million in regulatory assets, lists Joel K. Huet on its Form ADV as Owner, a control person.
Firms and roles
- White Sand Wealth ManagementOwnerWealth manager · Liberty, MO · $172M in regulatory assets
AtlasMembers
Joel’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Karen K. BurrisSenior Financial Advisor, CCO, White Sand Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.