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Ulrike Bittenbinder

Sapphire Wealth Consulting, Inc.

Ponte Vedra Beach, FL

Ponte Vedra Beach, FL

CRD 6659814

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Employer firm

Sapphire Wealth Consulting, Inc. CRD 284007

$51.6M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Sapphire Wealth Consulting, Inc.

1102 A1A North Suite 202, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-10
FL RA APPROVED 2016-07-27
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • FL RA
    APPROVED
    Since 2016-07-27

Branch Locations

1102 A1A North Suite 202, Ponte Vedra Beach, FL 32082 • United States

Ponte Vedra Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paul A Moir M.D. P.A. Jacksonville Beach FL 01/2012 02/2021
Ken Zahn / University Of North Florida Jacksonville FL 06/2017 02/2021
Sapphire Wealth Consulting Inc Ponte Vedra FL 05/2018 Present
Sapphire Wealth Consulting Inc Jacksonville Beach FL 01/2016 05/2018
Designations
  • Certified Financial Planner

View on SEC IAPD

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