RIA Intel›Advisers›Washington›SABATIER WEALTH LLC

SABATIER WEALTH LLC

Advisory

LONGVIEW, WA

Data as of Apr 14, 2026 · Source: SEC Form ADV

Average account

$116K

across 58 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$191K

Discretionary %97.2%

Total Clients58

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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MOSS BAY CAPITAL, LLC

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$6M

PERIDOT CAPITAL MANAGEMENT LLC

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