Dallas Messenger
Sandlot Private Wealth · Orem, Utah
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.
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Who they serve
- Founders
- Multi-generational families
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 |
| Assets under management | $305K across 21 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7864996 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sandlotwealth.com |
How Dallas's firm compares
- Sandlot Private Wealth's average account is about $15,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Dallas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sandlot Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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