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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
About Sapling Wealth Management
Sapling Wealth Management is an independent boutique advisory firm specializing in 401(k) advisory for small business plan sponsors, including plan design with vendors, expense control, investment oversight, and fiduciary risk reduction. It also provides one-time planning and ongoing wealth management for individuals and small business owners, building risk-aligned, long-term portfolios clients understand. Founder William G. Hicks is a former Wall Street equity research analyst and WSJ All-Star Analyst award winner.
Team overview
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Asset Classes
Client Personas
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM GILLESPIE HICKS
Analyst, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #1546599
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,781,256 | -- |
| Non-Discretionary | $54,235,090 | -- |
| Total | $93,016,346 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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