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Sawston Wealth Management LLC

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Client assets under management

$41,964,139

Clients

106

22% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

53

Typical

Average account size

$395,888

About

Sawston Wealth Management LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management, financial planning, pension/401(k) consulting, and an online algorithm-driven portfolio service called SawstonDirect.

The firm documents client objectives in an Investment Policy Statement and implements long-term strategies using a mix of fundamental, cyclical, quantitative analysis and modern portfolio theory, generally with discretionary trading authority. SawstonDirect produces algorithm-based allocations tailored to client inputs (age, risk tolerance, income, assets) and is overseen by advisory personnel, though individual SawstonDirect accounts may not be monitored on a continuous basis; clients may impose investment restrictions.

Noteworthy features include a small, two-advisor team that manages client assets in-house rather than delegating to third‑party sub‑advisers, and a requirement that clients custody assets at Charles Schwab Institutional—participation in Schwab’s institutional program provides research and operational benefits that may create soft‑dollar conflicts of interest. The firm’s mix of traditional discretionary management, an automated retail-facing platform, and explicit pension plan consulting (including serving a 401(k) plan client) is less common among similarly sized advisers.

Client services

Financial planning Portfolio management

Expertise

Annuities Real estate investing

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Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,000+: 0.85%

Project-based

$250/hour for pension consulting and financial planning

Main office location

Sawston Wealth Management LLC

1018 Capitol Way S, Suite 203

Olympia WA 98501, United States

Number of offices

1

Most active in

Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colleen G

Series 63, Series 65

Olympia, WA

Sawston Wealth Management LLC

Colleen Gillespie is a financial advisor with Sawston Wealth Management LLC in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sawston Wealth Management since 2015. Outside of her advisory role, Gillespie serves as Chair of the Board of Trustees for Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and has held leadership roles with the Rotary Club of Olympia. Sawston Wealth Management provides advisory services to individuals, pension plans, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, financial planning, and an algorithm-based platform called SawstonDirect. The firm combines fundamental, cyclical, and quantitative analysis with modern portfolio theory and operates a hybrid model of traditional and automated investment management.

Annuities Real estate investing
user avatar

Brian H

Series 65

Olympia, WA

Sawston Wealth Management LLC

Brian Huddleston is a financial advisor at Sawston Wealth Management LLC with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Brand Asset Partners and Parsons Xtreme Golf. Sawston Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, financial planning, and an online algorithm-based service called SawstonDirect, managing client assets directly without third-party investment managers.

Annuities Real estate investing
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