Sapphire Wealth Consulting, INC.

Financial planning in Ponte Vedra Beach, FL

State registeredNo commissions reported

Call (904) 728-2769 Send a message Map ↗

Public-record details

Address: 1102 A1a North, Suite 202, Ponte Vedra Beach, FL 32082
Phone: (904) 728-2769
Listed under: Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 284007
Registration: State registered: FL
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $51.6 million
Accounts managed: 282
Clients reported (Form ADV 5.D): 75
Individual / high-net-worth clients: 50 / 24
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-23

State registered (FL) investment adviser, CRD 284007, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 284007 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Ponte Vedra Beach

Arthurs Wealth Management220 Ponte Vedra Park Drive, Suite 200 · Ponte Vedra Beach, FL 32082 · (904) 489-7890 · % of assets managedCRD 305342 · % of assets · $94.9 million AUMState registeredNo commissions reported B&c Financial Advisors110 Professional Drive, Suite 101 · Ponte Vedra Beach, FL 32082 · (904) 273-9850 · Financial planningCRD 110295 · % of assets, Hourly charges, Fixed fees · $626.0 million AUMSEC registeredNo commissions reported Bowen, Hanes & CO INC135 Professional Drive, Suite 103 · Ponte Vedra Beach, FL 32082 · (404) 995-0507 · % of assets managedCRD 105153 · % of assets · $4.6 billion AUMSEC registeredNo commissions reported Certified Planning Services, LLC822 N A1a Highway, Suite 310 · Ponte Vedra Beach, FL 32082 · (303) 642-6178 · % of assets managedCRD 290667 · % of assets · $28.1 million AUMState registeredNo commissions reported Coral Reef Advisors LLC13000 Sawgrass Village Circle, Building 9 Suite 48 · Ponte Vedra Beach, FL 32082 · (904) 582-5449 · % of assets managedCRD 328929 · % of assets · $79.8 million AUMState registeredNo commissions reported Formation Wealth Management822 A1a North, Suite 310 · Ponte Vedra Beach, FL 32082 · (904) 395-5636 · Financial planningCRD 285001 · % of assets, Hourly charges · $41.1 million AUMState registeredNo commissions reported Liberty Advisory Group, INC.228 Canal Boulevard, Suite 1 · Ponte Vedra Beach, FL 32082 · (904) 834-3544 · Financial planningCRD 334164 · % of assets, Fixed fees · $28.8 million AUMState registeredNo commissions reported Oceanus Capital Partners, LLC822 A1a North, Suite 301 · Ponte Vedra Beach, FL 32082 · (904) 834-3798 · % of assets managedCRD 314081 · % of assets · $73.9 million AUMState registeredNo commissions reported

All 13 in Ponte Vedra Beach →