SAPLING WEALTH MANAGEMENT

SAPLING WEALTH MANAGEMENT of SEATTLE, WA is an SEC-registered investment adviser (CRD 155361). Regulatory assets under management: $93.0M.

Registration

• CRD: 155361
• Type: Registered investment adviser
• Location: 2800 1ST AVENUE, SEATTLE, WA, 98121
• Phone: 206-281-4055
• Latest filing: 2026-03-16
• Regulatory AUM: $93.0M
• Discretionary AUM: $38.8M
• Non-discretionary AUM: $54.2M
• Clients: 2
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search