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SAPPHIRE BLUE INVESTMENT PARTNERS
HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
CRD 291609 · SEC 801-116916
12272 N. FENTON ROAD,, SUITE 7, FENTON, MI, 48430, United States
Phone
810-714-9456
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$200.0M
Discretionary AUM
$200.0M
Team
4 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVISORY CONSULTING FOR RETIREMENT PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 308 | $69.0M |
| High net worth individuals | 68 | $118.3M |
| Pension/profit sharing plans | 7 | $11.8M |
| Charitable organizations | 1 | $134K |
| Corporations/business entities | 8 | $761K |
States served
AZ, IL, KY, MI, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD