Sapling Wealth Management
Sapling Wealth Management (CRD# 155361) is a financial advisory firm headquartered in Seattle, WA. They manage $18,933,157 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$450,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Hicks (CRD# 1546599) is an Investment Advisor Representative working at Sapling Wealth Management in Seattle, WA and has over 7 years of experience in the finance industry.