Sawston Wealth Management LLC

Sawston Wealth Management LLC (CRD# 281222) is a financial advisory firm headquartered in Olympia, WA. They manage $25,481,934 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

2010 Caton Way Sw, Suite 204, Olympia, WA 98502

https://www.twitter.com/sawstonwealth

By the Numbers

Total Assets Under Management

25

MILLION
Total Number of Accounts

170

ACCOUNTS
Average Account Value

$149,894

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Sawston Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Colleen H. Gillespie

CRD#: 4798828

2010 Caton Way Sw, Suite 204, Olympia, WA 98502

Colleen Gillespie (CRD# 4798828) is an Investment Advisor Representative working at Sawston Wealth Management LLC in Olympia, WA and has over 19 years of experience in the finance industry.

Victoria A. Jovanovic

CRD#: 7670044

2010 Caton Way Sw, Suite 204, Olympia, WA 98502

Victoria Jovanovic (CRD# 7670044) is an Investment Advisor Representative working at Sawston Wealth Management LLC in Olympia, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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