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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2015
- Office Locations
- 1
Office Locations
About Sawston Wealth Management LLC
Sawston Wealth Management is an Olympia, WA RIA focused on relationship-driven financial planning that connects client goals to investment strategy. The team supports individuals and business owners with investment management, retirement planning, tax and estate planning, charitable giving, and insurance coordination. Portfolios lean on public funds and ETFs with a risk-management/ESG lens, and the firm custodies with Schwab.
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Owner & Executives
COLLEEN HUDDLESTON GILLESPIE
Financial Advisor, Managing Partner
- CRD
- #4798828
- Ownership
- 50% but less than 75%
PATRICK T GILLESPIE
--
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,277,915 | -- |
| Non-Discretionary | $17,046,605 | -- |
| Total | $45,324,520 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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