Sawston Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,324,520
Total clients
106
22% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
53
Average account size
$427,590
About
Sawston Wealth Management LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management, financial planning, pension/401(k) consulting, and an online algorithm-driven portfolio service called SawstonDirect.
The firm documents client objectives in an Investment Policy Statement and implements long-term strategies using a mix of fundamental, cyclical, quantitative analysis and modern portfolio theory, generally with discretionary trading authority. SawstonDirect produces algorithm-based allocations tailored to client inputs (age, risk tolerance, income, assets) and is overseen by advisory personnel, though individual SawstonDirect accounts may not be monitored on a continuous basis; clients may impose investment restrictions.
Noteworthy features include a small, two-advisor team that manages client assets in-house rather than delegating to third‑party sub‑advisers, and a requirement that clients custody assets at Charles Schwab Institutional—participation in Schwab’s institutional program provides research and operational benefits that may create soft‑dollar conflicts of interest. The firm’s mix of traditional discretionary management, an automated retail-facing platform, and explicit pension plan consulting (including serving a 401(k) plan client) is less common among similarly sized advisers.
Client services
Expertise
Fee options
$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
Main office location
Sawston Wealth Management LLC
1018 Capitol Way S, Suite 203
Olympia WA 98501, United States
Number of offices
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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