CRD: 296926
Sapphire Financial Strategies, L.l.c.
$17.8M Total AUM
$17.8M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
8 yrs Firm Age
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- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
2801 South Russell St. #7 Missoula MT
About Sapphire Financial Strategies, L.l.c.
Sapphire Financial Group provides debt and equity capital raising and outsourced capital markets support for middle-market companies. It works with private equity groups, independent sponsors, family offices, professional service firms, and funds—often as a flexible, external capital markets resource through the full financing process.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$230.8K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WARD CLINTON WENHOLZ
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2307860
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,774,440 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,774,440 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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