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Craig Bober

Sard Wealth Managment Group, LLC

Atlanta, GA

CRD 7775148

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Employer firm

Sard Wealth Managment Group, LLC CRD 123457

$464M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING

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

Current Employers
Sard Wealth Managment Group, Llc

5607 Glenridge Drive Suite 275, Building Ii, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-05
  • GA RA
    APPROVED
    Since 2026-02-05

Branch Locations

5607 Glenridge Drive Suite 275, Building Ii, Atlanta, GA 30342 • 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
Sard Wealth Management Group, Llc Atlanta GA 12/2023 Present
Osaic Atlanta GA 06/2023 12/2023
West Liberty University West Liberty WV 08/2019 06/2023
Unemployed N/A XX 01/2016 07/2019
  • 12/2023 → Present
    Sard Wealth Management Group, Llc
    Atlanta, GA
  • 06/2023 → 12/2023
    Osaic
    Atlanta, GA
  • 08/2019 → 06/2023
    West Liberty University
    West Liberty, WV
  • 01/2016 → 07/2019
    Unemployed
    N/A, XX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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