Ulrike Bittenbinder

SAPPHIRE WEALTH CONSULTING

PONTE VEDRA BEACH, FL 32082

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CRD#: 6659814

Professional summary

Ulrike Bittenbinder, CFP®, CPWA® is a registered financial advisor currently at SAPPHIRE WEALTH CONSULTING, INC. located in Ponte Vedra Beach, Florida.

Ulrike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ulrike has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ulrike Bittenbinder's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

CPWA^®

Certified Private Wealth Advisor

Start date: 2010-11-01

Expire date: 2024-10-31

Experience

Current

July 27, 2016 - Present

SAPPHIRE WEALTH CONSULTING, INC.

Office #1: 1102 A1a North Suite 202, Ponte Vedra Beach, FL 32082

RIA

CRD#: 284007

PONTE VEDRA BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/27/2016)

IAR

Texas
(6/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SAPPHIRE WEALTH CONSULTING, INC.

CRD#: 284007 / SEC#:

Florida

Registered Investment Advisory firm - (7/27/2016 Approved)

Texas

Registered Investment Advisory firm - (6/10/2024 Conditional Restricted)

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Contact information

Main Address

1102 A1a North Suite 202, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 728-2769

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 41,913,788

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ulrike Bittenbinder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ulrike Bittenbinder's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPPHIRE WEALTH CONSULTING, INC.

State Registrations and Notice Filings

Exams

Current Firm

SAPPHIRE WEALTH CONSULTING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAPPHIRE WEALTH CONSULTING, INC.

TRUST BUT VERIFY

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