Sonny M. Blanchard
ANGELUS WEALTH
SUGAR LAND, TX 77478
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CRD#: 7026601
Professional summary
Sonny M. Blanchard, CFP®, who also goes by Sonny Matthew Blanchard, Sonny Blanchard, is a registered financial advisor currently at ANGELUS WEALTH, LLC located in Sugar Land, Texas.
Sonny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sonny has worked at 3 firms .
Core Areas of Focus
Business Owners
Entrepreneurs
Fixed Fee (Subscription
Retainer
etc.)
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
As a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ professional, I am uniquely positioned to help small business owners, entrepreneurs, and young executives find clarity, direction, and purpose in their financial lives.
My career has taken me down a variety of paths, but it has always been important to be to share my knowledge and experience with others like me. I'm talking about you highly motivated self-starters, entrepreneurs, and decision-makers. You find satisfaction in a hard day's work, and you push yourself to your limits. You're out there creating, selling, directing, motivating, and changing the world. You find joy in serving others.
This is exactly why I got into the business of helping people and why I enjoy what I do. I love the challenge of educating and advising you on the intricacies of managing your personal and business finances as well as discovering and implementing solutions that help you reach your financial goals.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Business Succession Planning
Estate Planning
Retirement Income Management
Investment Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Sonny Matthew Blanchard | Sonny Blanchard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sonny M. Blanchard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
December 16, 2024 - Present
ANGELUS WEALTH, LLC
Office #1: 77 Sugar Creek Center Blvd Suite 600, Sugar Land, TX 77478RIA
CRD#: 328571
SUGAR LAND, TX
Past
November 3, 2021 - May 13, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Richmond, TX
Past
December 20, 2018 - December 31, 2022
BLANCHARD WEALTH PARTNERS
RIA
CRD#: 298993
RICHMOND, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/16/2024)
Exams
Current Firm
AW
ANGELUS WEALTH, LLC
ANGELUS WEALTH, LLC | TITAN WEALTH MANAGEMENT, LLC | TITAN WEALTH MANAGEMENT LLC | TITAN WEALTH MANAGEMENT
CRD#: 328571 / SEC#:
Texas
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Contact information
Main Address
77 Sugar Creek Center Blvd Suite 600, Sugar Land, TX 77478
Mailing Address
Phone number
(346) 409-7974
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 244,568 |
Red Flags
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