Sapling Wealth Management

Sapling Wealth Management (CRD# 155361) is a financial advisory firm headquartered in Seattle, WA. They manage $15,978,324 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $347,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Sapling Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
William G. Hicks
CRD#: 1546599
Seattle, WA
61
Wealthminder
score

William Hicks (CRD# 1546599) is an Investment Advisor Representative working at Sapling Wealth Management in Seattle, WA and has over 5 years of experience in the finance industry.

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