# Sard Wealth Mgt

> Sard Wealth Mgt (iPhone/iPad app by Sard Wealth Management Group, LLC.)

- Source: https://appshunter.io/ios/app/sard-wealth-mgt/id6446257671 (this page in markdown: same URL + `.md`)
- Developer: [Sard Wealth Management Group, LLC](https://appshunter.io/developer/1676988710)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-03-15
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/sard-wealth-mgt/id6446257671/reviews.md

## What is Sard Wealth Mgt?

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


## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- 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

### 5.17.1 — 2025-03-12

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.8 — 2024-03-09

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-18.*