Sandbox Financial Partners, LLC

$681.7MAssets under management
as of May 2026 · SEC Form ADV
Bethesda, MD
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Tech stack

No one at Sandbox Financial Partners, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $326M held · filed Nov 2024
Schwab
Per Form ADV · $68M held · filed Nov 2024