Sard Wealth Mgt

Sard Wealth Management Group, LLC Finance iPhoneiPadiPod touch

Sard Wealth Mgt is a free Finance app for iPhone and iPad by Sard Wealth Management Group, LLC. Requires iOS 15.6. Updated February 6, 2026.

Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 6; 2026 · v5.22.1

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Screenshots

About Sard Wealth Mgt

This Mobile App allows you to view account information and balances.

What’s new

Version 5.22.1 · Updated February 6, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Sard Wealth Management Group, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Sard Wealth Mgt is a free Finance app for iPhone, iPad and iPod touch, developed by Sard Wealth Management Group, LLC. It requires iOS 15.6 or later and is 61 MB to download. It was first released on March 15, 2023 and last updated on February 6, 2026.

Category: Finance
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 15, 2023
Last updated: February 6, 2026
Developer: Sard Wealth Management Group, LLC

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Looking for apps like Sard Wealth Mgt? Here are 6 similar apps on the App Store. The highest rated is SF Business (5.0/5), and all 6 are free to download.

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