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SAPPHIRE WEALTH CONSULTING, INC.
CRD 284007
1102 A1A NORTH, SUITE 202, PONTE VEDRA BEACH, FL, 32082, United States
Phone
904-728-2769
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$51.6M
Discretionary AUM
$48.3M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $16.3M |
| High net worth individuals | 24 | $32.0M |
Official SEC filing: View on IAPD