Ward
Wenholz

Sapphire Financial Strategies, L.L.C

CRD#2307860
Investment Advisor
in Missoula, MT

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About this Advisor

Ward Wenholz is a financial advisor based out of Missoula, Montana, who has been in the advisory business for 36 years. Wenholz currently works for Sapphire Financial Strategies, L.L.C. During their career, the advisor has held roles at Sapphire Financial Services, G.A. Repple & Company, First Advisors National and Sapphire Financial Strategies, L.L.C. Wenholz holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Montana. Sapphire Financial Strategies, L.L.C is a registered investment firm operating in Missoula, Montana. It administers $9 million in total assets among its 114 client accounts, making it one of the smaller firms in the country by assets under management. Sapphire Financial Strategies, L.L.C has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which services the firm provides the client. Fees billed by Sapphire Financial Strategies, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

36 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

2801 South Russell St. #7
Missoula, MT 59801

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Sapphire Financial Strategies, L.L.C Brokerage Details

Total Assets Under Management

$9,049,927

MT Average: $2,609,029,241
Total Number of Employees

1

MT Average: 66
Total Number of Accounts

114

MT Average: 6,076
Average Account Size

$79,385

MT Average: $429,399

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ward Wenholz Work History

Ward has 36 years of experience.

2018 - Present (3 years)

Sapphire Financial Strategies, L.L.C

1984 - Present (37 years)

Sapphire Financial Services

2015 - 2018 (3 years)

First Advisors National

2010 - 2012 (2 years)

G.A. Repple & Company

Disclosures

Ward Wenholz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sapphire Financial Strategies, L.L.C

Ward Wenholz
Missoula, MT

This content was compiled from the SEC and FINRA.

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