Sawston Wealth Management LLC

Sawston Wealth Management LLC (CRD# 281222) is a financial advisory firm headquartered in , . They manage $19,825,767 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $396,515
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
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.

WA

Financial Advisors at Sawston Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Colleen H. Gillespie
CRD#: 4798828
Olympia, WA
93
Wealthminder
score

Colleen Gillespie (CRD# 4798828) is an Investment Advisor Representative working at Sawston Wealth Management LLC in Olympia, WA and has over 12 years of experience in the finance industry.

2
Lorri M. Defoor
CRD#: 6604621
Olympia, WA
87
Wealthminder
score

Lorri Defoor (CRD# 6604621) is an Investment Advisor Representative working at Sawston Wealth Management LLC in Olympia, WA and has 1 year of experience in the finance industry.

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