{
  "crd_number": 282779,
  "slug": "sapphire-wealth-planning-llc-overland-park-ks-282779",
  "primary_business_name": "SAPPHIRE WEALTH PLANNING LLC",
  "legal_name": "SAPPHIRE WEALTH PLANNING LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-01-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 11610595.0,
  "raum_discretionary": 11610595.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 8016862.0,
      "count": 98
    },
    "high_net_worth_individuals": {
      "raum": 3593733.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "KS",
    "MO"
  ],
  "websites": [
    "https://facebook.com/SEARCH/TOP?Q=SAPPHIRE+WEALTH+PLANNING+LLC",
    "https://instagram.com/melissaellisswp",
    "https://linkedin.com/COMPANY/7940539",
    "https://sapphirewealthplanning.com",
    "https://twitter.com/SAPPHIREWP",
    "https://youtube.com/watch?v=1aJw2wdJEk0"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282779",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/sapphire-wealth-planning-llc-overland-park-ks-282779",
  "display_name": "Sapphire Wealth Planning LLC",
  "summary": "Sapphire Wealth Planning LLC is a state-registered investment advisory firm in Overland Park, KS, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Sapphire Wealth Planning LLC (CRD 282779): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Sapphire Wealth Planning LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sapphire Wealth Planning LLC 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."
    },
    {
      "q": "Where is Sapphire Wealth Planning LLC located?",
      "a": "Sapphire Wealth Planning LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Sapphire Wealth Planning LLC registered with the SEC or a state?",
      "a": "Sapphire Wealth Planning LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 282779."
    },
    {
      "q": "How much does Sapphire Wealth Planning LLC manage?",
      "a": "Sapphire Wealth Planning LLC reports $11,610,595 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Sapphire Wealth Planning LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (2)."
    },
    {
      "q": "Does Sapphire Wealth Planning LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282779"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sapphire-wealth-planning-llc-overland-park-ks-282779.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 98,
      "fewer_than_5": false,
      "raum": 8016862.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3593733.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282779",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}