RIA Intel›Advisers›Washington›SAPLING WEALTH MANAGEMENT, LLC

SAPLING WEALTH MANAGEMENT, LLC

Advisory

SEATTLE, WA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in WA

#411

of 505 advisers by AUM

Average account

$2M

across 52 accounts

AUM per adviser

$93M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$93M

Discretionary %

41.7%

Clients

52

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$93M

Discretionary AUM$39M

Non-Discretionary AUM$54M

Discretionary %41.7%

Total Clients52

Team

Total Employees2

Investment Advisers1

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

52 clients

6 high-net-worth

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.

FLOW FINANCIAL PLANNING, L.L.C.

$94M

BUCKLEY INVESTMENT GROUP, LLC

WALLA WALLA, WA

$95M

-17.6% 1Y

PWR FINANCIAL SERVICES, LLC

FEDERAL WAY, WA

$95M

AMBASSADOR WEALTH MANAGEMENT, LLC

VANCOUVER, WA

$90M

PRENTICE FINANCIAL PLANNING, LLC

OLYMPIA, WA

$97M

IRONSTREAM CAPITAL, LLC

$87M

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