RIA Intel›Advisers›Montana›SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

SAPPHIRE FINANCIAL STRATEGIES, L.L.C.

Advisory

MISSOULA, MT

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account

$90K

across 197 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMT

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

77 clients

2 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 MT

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

INUKSHUK INVESTMENTS, LLC

$18M

VISUAL APPROACH LLC

$19M

CUMMINGS, SCOTT, TUCKER

$19M

STAPLETON & CO., LLC DBA STAPLETON FINANCIAL GROUP

BILLINGS, MT

$16M

H R FINANCIAL SERVICES, INC.

$16M

WATSON HOUSE INVESTMENT MANAGEMENT, LLC

$20M

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