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CULTIVATING WEALTH
THE STANICH GROUP LLC
CRD 282447 · SEC 801-107270
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.8M
Discretionary AUM
$209.8M
Team
5 total employees; 5 advisory reps; 17 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $60.2M |
| High net worth individuals | 64 | $149.6M |
States served
CA, IL, ME, NJ, NY, OR, PA, WA, TX
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/CULTIVATINGWEALTH/
- https://www.feeonlynetwork.com/financial-advisor/liz-sylvan/
- https://www.feeonlynetwork.com/financial-advisor/sara-stanich/
- https://www.napfa.org/member/30621
- https://www.napfa.org/member/89958/22060
- https://wealthtender.com/financial-advisors/sara-stanich-mba-cfp-cdfa-cepa/7
- https://wealthtender.com/financial-advisors/liz-sylvan-cfp-cdfa/
- https://wealthtender.com/advisory-firms/cultivating-wealth/
- https://www.napfa.org/member/35885/22060
- https://www.xyplanningnetwork.com/advisors/sara-stanich-cfp-cdfa/
- https://www.linkedin.com/company/51702386/
- https://www.vimeo.com/cultivatingwealth
- https://www.youtube.com/cultivatingwealth
- https://www.instagram.com/cultivatingwealth/
- HTTP://WWW.CULTIVATINGWEALTH.COM
- HTTP://WWW.POWEROVERDIVORCE.COM
- https://www.linkedin.com/in/audreykemerson/
- https://www.linkedin.com/in/sarastanich/
- https://g.page/cultivating-wealth-montauk
- https://g.page/cultivating-wealth-brooklyn?share
- https://www.linkedin.com/in/liz-sylvan-cfp®-cdfa®-b5123825/
- https://g.page/cultivating-wealth?share
- HTTP://WWW.STANICHGROUP.COM
- HTTPS://TWITTER.COM/SARASTANICH
Official SEC filing: View on IAPD