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).
Total Assets Under Management16MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$347,355
- 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 5 years of experience in the finance industry.