S
Sapphire Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Sapphire Wealth provides portfolio management and financial planning services to individual and high‑net‑worth clients, delivering written Investment Policy Statements and offering discretionary portfolio management. The firm’s brochure indicates it is newly formed and currently reports no assets under management or client accounts.
The firm’s approach blends fundamental analysis, modern portfolio theory and technical analysis, and it uses both long‑ and short‑term trading as well as options strategies while documenting client goals and risk tolerances in written plans. Sapphire Wealth advises across a broad set of instruments — including mutual funds, ETFs, REITs, private placements and insurance products — and discloses the elevated risks associated with options and certain private investments.
Noteworthy deviations from typical peers include that the firm’s principal is licensed to sell insurance products and may receive commissions for those sales, a conflict the firm documents and discloses, and that it offers financial planning on an hourly basis in addition to asset‑based advisory fees — the hourly fee option is uncommon for firms in this category. The brochure also states clients are required to use Schwab Institutional as custodian, the firm does not aggregate trades across client accounts, and it operates with a single management person.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Fee options
Fixed fees for financial planning between $500 and $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50%
$100 to $300 per hour
Main office location
Sapphire Wealth
Chesterland OH, United States
Number of offices
1
Most active in
Sapphire Wealth has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")