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Sandlot Private Wealth LLC

Orem, UT

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Current Employers
Sandlot Private Wealth Llc

1510 E. 840 N., Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-09-30
  • UT RA
    APPROVED
    Since 2025-09-30

Branch Locations

1510 E. 840 N., Orem, UT 84097 • 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
Orion Portfolio Solutions Omaha NE 11/2023 07/2025
Jpmorgan Chase & Co Columbus OH 05/2022 11/2023
The Station Bar And Venue Hilliard OH 03/2021 05/2022
Ss&C Technologies Dublin OH 01/2019 03/2021
Cardinal Health Dublin OH 06/2018 12/2018
Ohio University Athens OH 08/2015 05/2018
Sandlot Private Wealth Orem UT 08/2025 Present
  • 11/2023 → 07/2025
    Orion Portfolio Solutions
    Omaha, NE
  • 05/2022 → 11/2023
    Jpmorgan Chase & Co
    Columbus, OH
  • 03/2021 → 05/2022
    The Station Bar And Venue
    Hilliard, OH
  • 01/2019 → 03/2021
    Ss&C Technologies
    Dublin, OH
  • 06/2018 → 12/2018
    Cardinal Health
    Dublin, OH
  • 08/2015 → 05/2018
    Ohio University
    Athens, OH
  • 08/2025 → Present
    Sandlot Private Wealth
    Orem, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-16
  • S65 Uniform Investment Adviser Law Examination
    2024-03-16

View on SEC IAPD

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SANDLOT PARTNERS, LLC

Other Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN
Kelby McMullin
Celeste Perian Kennard
Taylor Barry Olsen
Jacob Prior Sybrowsky
JASON LEE MCMULLIN

Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · Orem, UT

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