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DM

Dallas Messenger

SANDLOT PRIVATE WEALTH LLC
OREM, UT 84097
Some features on this profile are disabled
CRD#: 7864996
DM

Professional summary

Dallas Messenger is a registered financial advisor currently at SANDLOT PRIVATE WEALTH LLC located in Orem, Utah.

Dallas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dallas has worked at 2 firms and has passed the Series 65 exam.

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 Dallas Messenger'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

September 30, 2025 - Present

SANDLOT PRIVATE WEALTH LLC

Office #1: 1510 E. 840 N., Orem, UT 84097
RIA
CRD#: 335925
OREM, UT
Past

March 18, 2024 - July 31, 2025

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
OMAHA, NE

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".
SP
SANDLOT PRIVATE WEALTH LLC
SANDLOT PRIVATE WEALTH LLC

CRD#: 335925 / SEC#: 801-134313

RIA
Registered Investment Advisory firm - (9/8/2025 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
Utah
(9/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/2024
Uniform Investment Adviser Law Examination

Current Firm

SP
SANDLOT PRIVATE WEALTH LLC
SANDLOT PRIVATE WEALTH LLC

CRD#: 335925 / SEC#: 801-134313

RIA
Registered Investment Advisory firm - (9/8/2025 Approved)
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Contact information

Main Address
1510 E. 840 N., Orem, UT 84097
Mailing Address
Phone number
(801) 428-7744
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SANDLOT PRIVATE WEALTH INITIAL BROCHURE (11/10/2025)
0

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.

Company Information

SANDLOT PRIVATE WEALTH LLC

CRD#: 335925Orem, UT 84097

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