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SAPPHIRE WEALTH PLANNING LLC
CRD 282779
11863 W. 112TH ST, SUITE 100, OVERLAND PARK, KS, 66210, United States
Phone
(913) 735-0797
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsBLOG, PODCAST
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $8.0M |
| High net worth individuals | 2 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD