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AK

Alex S. Knowles

SANDLOT PRIVATE WEALTH
OREM, UT 84097
Some features on this profile are disabled
CRD#: 7880138
AK

Professional summary

Alex Stephen Knowles, who also goes by Alex Knowles, is a registered financial advisor currently at SANDLOT PRIVATE WEALTH LLC located in Orem, Utah.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alex has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Knowles

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 Alex Stephen Knowles'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

April 2, 2026 - Present

SANDLOT PRIVATE WEALTH LLC

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

October 1, 2025 - March 17, 2026

CONNECT FINANCIAL ADVISORS

RIA
CRD#: 321212
NORTH LOGAN, UT
Past

August 9, 2024 - August 1, 2025

ADAMS WEALTH ADVISORS

RIA
CRD#: 286087
LOGAN, UT

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
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/8/2024
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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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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