# Sapphire Wealth Consulting, Inc.

> Sapphire Wealth Consulting, Inc. is a state-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 284007
- Filed as: SAPPHIRE WEALTH CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284007
- AdvisorCensus page: https://advisorcensus.com/firm/sapphire-wealth-consulting-inc-ponte-vedra-beach-fl-284007

## Quick answers

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

**Where is Sapphire Wealth Consulting, Inc. located?**
Sapphire Wealth Consulting, Inc.'s principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Sapphire Wealth Consulting, Inc. registered with the SEC or a state?**
Sapphire Wealth Consulting, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284007.

**How much does Sapphire Wealth Consulting, Inc. manage?**
Sapphire Wealth Consulting, Inc. reports $51,625,005 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (94% discretionary).

**What types of clients does Sapphire Wealth Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (24); other (1).

**Does Sapphire Wealth Consulting, Inc. 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/284007

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $51,625,005
- Discretionary: $48,281,958
- Non-discretionary: $3,343,047

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $16,296,720 |
| High net worth individuals | 24 | $31,985,238 |
| Other | 1 | $3,343,047 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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 Consulting, Inc. (CRD 284007): Form ADV filing data as of October 2026.