Sapphire Financial Strategies, LLC

Sapphire Financial Strategies, LLC (CRD# 296926) is a financial advisory firm headquartered in Missoula, MT. They manage $13,107,713 in 166 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2801 South Russell St. #7, Missoula, MT 59801
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $78,962
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Sapphire Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ward Wenholz, financial advisor Missoula MT
Ward C. Wenholz
CRD#: 2307860
2801 South Russell St. #7, Missoula, MT 59801

Ward Wenholz (CRD# 2307860) is an Investment Advisor Representative working at Sapphire Financial Strategies, LLC in Missoula, MT and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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