CRD: 282779
Sapphire Wealth Planning LLC
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
2 Employees
100 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-07-2016
- Office Locations
- 2
Office Locations
11863 W. 112th ST Suite 100 Overland Park KS
5606 NE Antioch RD Gladstone MO
About Sapphire Wealth Planning LLC
Sapphire Wealth Planning is a fee-only RIA providing comprehensive financial planning and investment management for Kansas City-area individuals and families, with a focus on helping women build and maintain wealth and navigate life transitions including divorce. The firm operates under a fiduciary oath and is affiliated with NAPFA and XY Planning Network; its managed portfolios are primarily ETF-based.
Team overview
53 AVG AGE
$5.8M AVG AUM / ADVISOR
$116.1K AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MELISSA JANE ELLIS
Certified Financial Planner, PRINCIPAL
- CRD
- #5605893
- Ownership
- 75% or more
Available
Available
Available
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L
LARRY TODD YEATMAN
--
- CRD
- #4701324
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,610,595 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,610,595 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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