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SAWSTON WEALTH MANAGEMENT LLC
CRD 281222
1018 CAPITOL WAY S, SUITE 203, OLYMPIA, WA, 98501, United States
Phone
(360) 464-2025
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.3M
Discretionary AUM
$28.3M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $16.3M |
| High net worth individuals | 23 | $25.7M |
| Charitable organizations | 5 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD