$51.6M Total AUM
$48.3M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-27-2016
- Office Locations
- 1
Office Locations
1102 A1A North Suite 202 Ponte Vedra Beach FL
About Sapphire Wealth Consulting, Inc.
Sapphire Wealth Consulting, Inc. is a Ponte Vedra Beach-based RIA. The firm has been operating for 10 years. Managing $51.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$51.6M AVG AUM / ADVISOR
$679.3K AVG AUM / CLIENT
10 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
U
Ulrike Bittenbinder
Chief Executive Officer, Chief Investment Officer, Financial Advisor
- CRD
- #6659814
- 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 | $48,281,958 | -- |
| Non-Discretionary | $3,343,047 | -- |
| Total | $51,625,005 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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