Sapphire Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sapphire Wealth Advisory provides investment advisory and financial planning services to individuals and families, serving both retail and high-net-worth clients. The firm’s stated services include non‑discretionary portfolio management, retirement planning, tax‑aware investment coordination, and investment strategy and asset allocation guidance.
The firm emphasizes long‑term, diversified portfolio construction using a mix of ETFs, mutual funds, individual equities, fixed income and real‑estate‑related securities, and implements recommendations on a non‑discretionary basis with client approval required for transactions. Financial planning and consulting are offered on either fixed‑fee or hourly terms, and the adviser coordinates planning with tax and real estate considerations when relevant.
Distinctive features for a firm of this registration profile include the concurrent offering of both fixed and hourly financial planning alongside portfolio management for individual clients, which is statistically uncommon. The firm discloses related outside business activities in tax preparation and real estate to manage potential conflicts, does not act as an adviser to private funds, and relies on client‑selected independent custodians rather than maintaining custody.
Client services
Expertise
Fee options
Fixed financial planning fees from $1,000 to $10,000 (negotiable)
0.50% to 1.25% annually (negotiable; max 1.50%)
Up to $400 per hour (negotiable)
Account minimum: $100,000 (waivable at discretion)
Main office
6312 Garden Grove Blvd
Westminster CA 92683
Advisors at this office
1
Most active in
California
Also doing business as
Sapphire Wealth Advisory · Sapphire Wealth Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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