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SAPLING WEALTH MANAGEMENT
SAPLING WEALTH MANAGEMENT, LLC
CRD 155361
2800 1ST AVENUE, SEATTLE, WA, 98121, United States
Phone
206-281-4055
Fax
206-283-0791
Registration
— (—)
Source
State registered
Total AUM
$93.0M
Discretionary AUM
$38.8M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $9.1M |
| High net worth individuals | 6 | $29.7M |
| Pension/profit sharing plans | 30 | $54.2M |
All web addresses on file
Official SEC filing: View on IAPD