# Sawston Wealth Management LLC

> Sawston Wealth Management LLC is a state-registered investment advisory firm in Olympia, WA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 281222
- Filed as: SAWSTON WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Olympia, WA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281222
- AdvisorCensus page: https://advisorcensus.com/firm/sawston-wealth-management-llc-olympia-wa-281222

## Quick answers

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

**Where is Sawston Wealth Management LLC located?**
Sawston Wealth Management LLC's principal office is in Olympia, WA, according to its Form ADV.

**Is Sawston Wealth Management LLC registered with the SEC or a state?**
Sawston Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281222.

**How much does Sawston Wealth Management LLC manage?**
Sawston Wealth Management LLC reports $45,324,520 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (62% discretionary).

**What types of clients does Sawston Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (23); charitable organizations (5).

**Does Sawston Wealth Management LLC 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/281222

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $45,324,520
- Discretionary: $28,277,915
- Non-discretionary: $17,046,605

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $16,287,549 |
| High net worth individuals | 23 | $25,676,590 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $3,360,381 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sawstonwealth.com](https://sawstonwealth.com)
- Facebook @SAWSTONWEALTH
- LinkedIn @COLLEEN-GILLESPIE-CTFA-AIF-20041B22
- X @SAWSTONWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sawston Wealth Management LLC (CRD 281222): Form ADV filing data as of October 2026.