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SAWSTON WEALTH MANAGEMENT LLC

CRD 281222

Visit website

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

TypeClientsAUM
Individuals83$16.3M
High net worth individuals23$25.7M
Charitable organizations5$3.4M

All web addresses on file

Official SEC filing: View on IAPD