Advisor at Sawston Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sawston Wealth Management LLC
Location
Olympia, WA 98501
Credentials
Series 65
Industry experience
< 1 year
Brian Huddleston is a financial advisor at Sawston Wealth Management LLC with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Brand Asset Partners and Parsons Xtreme Golf. Sawston Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, financial planning, and an online algorithm-based service called SawstonDirect, managing client assets directly without third-party investment managers.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,000+: 0.85%
$250/hour for pension consulting and financial planning
1018 Capitol Way S, Suite 203
Olympia, WA 98501
Washington
Sawston Wealth Management LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Brand Asset Partners
2023 - 2025 (2 years)
Parsons Xtreme Golf
2017 - 2023 (6 years)
Norwegian Thunder
2017 - 2017 (1 year)
WestRock
2005 - 2016 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
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ChFC®, Series 63
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Altair Investment Management
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