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SAPPHIRE WEALTH CONSULTING, INC.

Advisory

PONTE VEDRA BEACH, FL

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in FL
#1,603
of 2,610 advisers by AUM
Average account
$183K
across 282 accounts
AUM per adviser
$52M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$52M
Discretionary %
93.5%
Clients
75
Employees
1

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$52M
Discretionary AUM$48M
Non-Discretionary AUM$3M
Discretionary %93.5%
Total Clients75
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

SENTINEL ADVISORY CORP
FERNANDINA BEACH, FL
$51M
-7.0% 1Y
CLARITY FINANCIAL DESIGN LLC
SARASOTA, FL
$51M
SUSKO WEALTH MANAGEMENT, LLC
NAPLES, FL
$52M
CANTU TACTICAL WEALTH MANAGEMENT, INC.
$51M
GEN2 ADVISORS, LLC
$52M
VANQUISH ADVISORS LLC
DELRAY BEACH, FL
$52M

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