S
Sapphire Wealth Advisory
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 Advisory provides investment advisory and financial planning services to individuals and families, serving both retail and high-net-worth clients. The firm’s stated services include non‑discretionary portfolio management, retirement planning, tax‑aware investment coordination, and investment strategy and asset allocation guidance.
The firm emphasizes long‑term, diversified portfolio construction using a mix of ETFs, mutual funds, individual equities, fixed income and real‑estate‑related securities, and implements recommendations on a non‑discretionary basis with client approval required for transactions. Financial planning and consulting are offered on either fixed‑fee or hourly terms, and the adviser coordinates planning with tax and real estate considerations when relevant.
Distinctive features for a firm of this registration profile include the concurrent offering of both fixed and hourly financial planning alongside portfolio management for individual clients, which is statistically uncommon. The firm discloses related outside business activities in tax preparation and real estate to manage potential conflicts, does not act as an adviser to private funds, and relies on client‑selected independent custodians rather than maintaining custody.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Fee options
Fixed financial planning fees from $1,000 to $10,000 (negotiable)
0.50% to 1.25% annually (negotiable; max 1.50%)
Up to $400 per hour (negotiable)
Account minimum: $100,000 (waivable at discretion)
Main office location
Sapphire Wealth Advisory
6312 Garden Grove Blvd
Westminster CA 92683, United States
Number of offices
1
Most active in
Sapphire Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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