Leonard
Sanford

Vista Private Wealth Partners LLC

CRD#4419221
Investment Advisor
in Denver, CO

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About this Advisor

Leonard Sanford is a certified financial planner and chartered financial consultant operating out of Denver, Colorado who has 8 years of relevant experience. Sanford is an employee of Vista Private Wealth Partners LLC. During their career, Sanford has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life, Northwestern Mutual Wealth Management Company, Vista Private Wealth Partners LLC, First Financial Equity Corporation and Hpca Services Group LLC D/B/A Harmony Private Client Advisers. Sanford maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Colorado and Texas. Vista Private Wealth Partners LLC is a financial advisory business that has its headquarters in Denver, CO. It oversees $447 million in assets between its 490 client accounts, placing it among the larger firms in the United States by assets under management. Of its 490 customer accounts, 36% are held by high-net-worth investors who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on the services. However, fee types charged by Vista Private Wealth Partners LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2000 South Colorado Boulevard Tower One Suite 3700
Denver, CO 80222

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Vista Private Wealth Partners LLC Brokerage Details

Total Assets Under Management

$447,066,561

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

490

CO Average: 1,101
Average Account Size

$912,381

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Leonard Sanford Work History

Leonard has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Vista Private Wealth Partners LLC

2015 - Present (9 years)

Hpca Services Group LLC D/B/A Harmony Private Client Advisers

2015 - 2017 (2 years)

First Financial Equity Corporation

2007 - 2015 (8 years)

Northwestern Mutual Wealth Management Company

2001 - 2015 (14 years)

Northwestern Mutual Investment Services, LLC

2001 - 2015 (14 years)

Northwestern Mutual Life

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Leonard Sanford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vista Private Wealth Partners LLC

Sherri Gilligan
Denver, CO
Brian Rettig
Denver, CO
Joseph Giulitto
Englewood, CO
Mark Levine
Denver, CO
Darin Snow
Denver, CO
Andrew Kelleher
Denver, CO
Roger Pierce
Denver, CO
Matthew Lengel
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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