Tyler K. Sanchez

WEALTHJAR INVESTMENT ADVISORY

SAN LUIS OBISPO, CA 93401

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CRD#: 7375879

Professional summary

Tyler Kenneth Sanchez is a registered financial advisor currently at WEALTHJAR INVESTMENT ADVISORY, LLC located in San Luis Obispo, California and THE RICE PARTNERSHIP, LLC located in San Luis Obispo, California.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tyler has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Kenneth Sanchez's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 15, 2024 - Present

WEALTHJAR INVESTMENT ADVISORY, LLC

Office #1: 1304 Santa Rosa Street, San Luis Obispo, CA 93401

RIA

CRD#: 288484

SAN LUIS OBISPO, CA

Current

May 15, 2024 - Present

THE RICE PARTNERSHIP, LLC

Office #1: 1304 Santa Rosa Street, San Luis Obispo, CA 93401

RIA

CRD#: 135701

SAN LUIS OBISPO, CA

Past

January 19, 2023 - January 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN LUIS OBISPO, CA

Past

January 19, 2023 - January 4, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN LUIS OBISPO, CA

Past

January 8, 2022 - November 30, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WALNUT CREEK, CA

Past

October 29, 2021 - November 30, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WALNUT CREEK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE RICE PARTNERSHIP, LLC

EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC

CRD#: 135701 / SEC#: 801-64438

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

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

California
(5/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/7/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/28/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/4/2021

Securities Industry Essentials Examination

Current Firm

THE RICE PARTNERSHIP, LLC

EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC

CRD#: 135701 / SEC#: 801-64438

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

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Contact information

Main Address

1099 Alakea Street Suite 2510, Honolulu, HI 96813

Mailing Address

Phone number

(808) 585-7788

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RICE ADV 2A OTAA 8.15.2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	1,096
AUM (Assets Under Management)	$ 785,826,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/31/2025	Cover Page	Report
07/23/2025	Cover Page	Report
09/24/2024	Cover Page	Report
07/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tyler K. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Kenneth Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE RICE PARTNERSHIP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

THE RICE PARTNERSHIP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/2022

Series 7TO

Date: 10/28/2021

SIE

Date: 9/4/2021

Current Firm

THE RICE PARTNERSHIP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE RICE PARTNERSHIP, LLC

TRUST BUT VERIFY

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