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Alex Stephen Knowles

Sandlot Private Wealth LLC

Orem, UT

CRD 7880138

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Employer firm

Sandlot Private Wealth LLC CRD 335925

$305.0K regulatory AUM

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
Sandlot Private Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-02
  • UT RA
    APPROVED
    Since 2026-04-02

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
Adam's Wealth Advisors Logan UT 02/2024 09/2025
Flatland Energy Services Midland TX 10/2022 02/2024
Spartan Companies Midland TX 05/2018 10/2022
Al's Sporting Goods Logan UT 09/2014 05/2018
Connect Financial, Llc Providence UT 09/2025 03/2026
Sandlot Private Wealth Llc Orem UT 03/2026 Present
  • 02/2024 → 09/2025
    Logan, UT
  • 10/2022 → 02/2024
    Flatland Energy Services
    Midland, TX
  • 05/2018 → 10/2022
    Spartan Companies
    Midland, TX
  • 09/2014 → 05/2018
    Al's Sporting Goods
    Logan, UT
  • 09/2025 → 03/2026
    Connect Financial, Llc
    Providence, UT
  • 03/2026 → Present
    Orem, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-08
  • S65 Uniform Investment Adviser Law Examination
    2024-08-08
Other Names
  • Alex Knowles

View on SEC IAPD

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