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Denise Bogotana Sandkamp

The Wealth Boutique

Chester, NJ

Miami Beach, FL

CRD 8143293

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Employer firm

The Wealth Boutique CRD 317291

$121M regulatory AUM 29 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Wealth Boutique

32 Collis Lane Suite A, Chester, NJ 07930 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-23
NJ RA APPROVED 2025-08-12
  • FL RA
    APPROVED
    Since 2026-04-23
  • NJ RA
    APPROVED
    Since 2025-08-12

Branch Locations

32 Collis Lane Suite A, Chester, NJ 07930 • United States

Miami Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Express Miami FL 04/2012 03/2018
Citibank Miami FL 04/2018 03/2024
World Financial Group Nashville TN 04/2024 06/2025
The Wealth Boutique Chester NJ 07/2025 Present
Elite Ocean View Realty Miami Beach FL 07/2024 Present
Financial Independence Group Cornelius NC 06/2025 Present
  • 04/2012 → 03/2018
    American Express
    Miami, FL
  • 04/2018 → 03/2024
    Citibank
    Miami, FL
  • 04/2024 → 06/2025
    World Financial Group
    Nashville, TN
  • 07/2025 → Present
    Chester, NJ
  • 07/2024 → Present
    Elite Ocean View Realty
    Miami Beach, FL
  • 06/2025 → Present
    Financial Independence Group
    Cornelius, NC
Other Businesses

Female Financial Fitness; Investment related; 6301 Collins Avenue, Apt 2802 Miami Beach, FL, 33141; CEO & Founder; CEO & Founder; Fitness; November 1, 2024; 25; 7; Offering Financial Education, Insurances and Annuities Sandkamp Properties, Investment related; 6301 Collins Avenue, Apt 2802 Miami Beach, FL, 33141; Sole Owner; Owner; Real Estate; April 15, 2020; 5; 2; Real Estate Investment consulting, rental and salesof properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-09
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09

View on SEC IAPD

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