# Sapphire Wealth Advisory

> Sapphire Wealth Advisory is a state-registered investment advisory firm in Westminster, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 341280
- Filed as: SAPPHIRE WEALTH ADVISORY
- Legal name: Sapphire Wealth Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westminster, CA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341280
- AdvisorCensus page: https://advisorcensus.com/firm/sapphire-wealth-advisory-westminster-ca-341280

## Quick answers

**How is Sapphire Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Sapphire Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sapphire Wealth Advisory located?**
Sapphire Wealth Advisory's principal office is in Westminster, CA, according to its Form ADV.

**Is Sapphire Wealth Advisory registered with the SEC or a state?**
Sapphire Wealth Advisory is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341280.

**How much does Sapphire Wealth Advisory manage?**
Sapphire Wealth Advisory reports $0 in regulatory assets under management in its Form ADV filing dated April 9, 2026.

**Does Sapphire Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/341280

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sapphire Wealth Advisory (CRD 341280): Form ADV filing data as of October 2026.