SAPLING WEALTH MANAGEMENT

Overview

Sapling Wealth Management is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm targets high-net-worth individuals, families and some institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity is equity-focused: the firm favors exchange-traded equities as its primary implementation vehicle and runs a mix of discretionary and non-discretionary mandates. Fee options are flexible and include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. The adviser is not positioned as a broad capital allocator; instead it relies on third-party managers for certain alternative strategies. Sapling does not identify as an active ESG investor and operates from a compact footprint rather than as a multi-state national adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices