# Dallas Messenger

> Dallas Messenger is a fee-only financial advisor at Sandlot Private Wealth in Orem, Utah. Sandlot Private Wealth reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dallas-messenger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sandlot Private Wealth
- **Based in:** Orem, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $305K across 21 accounts
- **Works with:** Founders, Multi-generational families
- **CRD:** 7864996 (https://adviserinfo.sec.gov/individual/summary/7864996)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://sandlotwealth.com/

## Frequently asked questions

### Is Dallas Messenger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dallas holds no broker registration, and Sandlot Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dallas charge for financial advice?

Dallas's firm, Sandlot Private Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Dallas Messenger based?

Dallas Messenger is based in Orem, Utah.

### Is Dallas Messenger registered with the SEC?

Yes. Dallas Messenger is registered as an investment adviser representative in UT (CRD 7864996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sandlot Private Wealth manage?

Sandlot Private Wealth reports $305K across 21 accounts in assets under management.

### How do I contact Dallas Messenger?

Through Dallas's website, sandlotwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7864996): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sandlotwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.