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SAPPHIRE BLUE INVESTMENT PARTNERS
Legal name: HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
CRD 291609File 801-116916
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$200.0M
Below cohort median (national)
Discretionary AUM
$200.0M
Clients
392
1,025 accounts
Employees
5
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 8, 2019
- Principal office
- 12272 N. FENTON ROAD,, SUITE 7, FENTON, MI, 48430
- Phone
- 810-714-9456
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $200.0M
- Discretionary AUM
- $200.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,025
- Non-discretionary accounts
- 0
- Total accounts
- 1,025
- AUM per client
- $510K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $761K |
| Charitable organizations | Fewer than 5 | $134K |
| High net worth individuals | 68 | $118.3M |
| Pension and profit sharing plans | 7 | $11.8M |
| Individuals (other than high net worth individuals) | 308 | $69.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.