RIA

    Sapphire Financial Strategies, L.L.C.

    Registered investment advisor · Missoula, Montana · CRD #296926

    Assets Under Management
    $18M
    Client Accounts
    197
    Employees
    1
    CRD Number
    296926
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sapphire Financial Strategies, L.L.C.

    Sapphire Financial Strategies, L.L.C. is a registered investment advisory firm headquartered in Missoula, Montana, managing approximately $18M in regulatory assets across 197 client accounts. The firm's full regulatory record is filed with the SEC under CRD #296926.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sapphire Financial Strategies, L.L.C.

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    Frequently Asked Questions

    What is Sapphire Financial Strategies, L.L.C.'s AUM?

    Sapphire Financial Strategies, L.L.C. reports approximately $18M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sapphire Financial Strategies, L.L.C. headquartered?

    Sapphire Financial Strategies, L.L.C. is headquartered in Missoula, Montana.

    What is Sapphire Financial Strategies, L.L.C.'s CRD number?

    Sapphire Financial Strategies, L.L.C.'s CRD number is 296926. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sapphire Financial Strategies, L.L.C. manage?

    Sapphire Financial Strategies, L.L.C. manages approximately 197 client accounts according to its latest SEC filing.

    Is Sapphire Financial Strategies, L.L.C. SEC registered?

    Sapphire Financial Strategies, L.L.C. is registered as a STATE investment adviser.

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