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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAPPHIRE BLUE INVESTMENT PARTNERS

HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC, CRD 291609

FENTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bac5bce8-221f-a598-8ffd-b7b592921b37

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Jan 29, 2018 to Jul 6, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $200MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $200M
Private client RAUM: $187MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $100.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,025
Individual clients: 308
High net worth clients: 68
Custody, client assets: $200M
SEC number: 801-116916
CRD: 291609
Filings on the tape: 32
First filed: Jan 29, 2018
Latest filed: Jul 6, 2026
Organised: Corporation, MI

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HENSLER, FREDERICK, HENRY	CHIEF COMPLIANCE OFFICER	Na	yes	12/2021	Jan 29, 2018	Nov 6, 2024
HENSLER, TRACY	CHIEF OPERATIONS OFFICER	D	yes	12/2017	Jan 29, 2018	Nov 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 13, 2026	$200M	$200M	4	1	0	n/a	n/a
2024	Mar 19, 2025	$181M	$181M	6	2	0	n/a	n/a
2023	Mar 29, 2024	$201M	$199M	5	3	0	n/a	n/a
2022	Mar 31, 2023	$171M	$169M	8	3	1	n/a	n/a
2021	Mar 29, 2022	$186M	$184M	8	3	1	n/a	n/a
2020	Mar 25, 2021	$109M	$108M	8	2	0	n/a	n/a
2019	Mar 18, 2020	$118M	$116M	7	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$200M	$181M	10.7%	$171M	5.4%	5	6	0	0

Relationships

Registered with (5)

← Angela Mae ThompsonAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← DANIEL MCCLEER DRAPERAdvisorregistration: previous registration
Jul 30, 2018 to Dec 31, 2021factForm ADV
← Alexander Jacob RoweAdvisorregistration: previous registration
May 5, 2023 to Jul 25, 2025factForm ADV
← Jackson Robert PaulishakAdvisorregistration: previous registration
Feb 4, 2022 to Apr 2, 2024factForm ADV
← Theodore Rex DrabingAdvisorregistration: previous registration
Dec 18, 2023 to Feb 13, 2024factForm ADV

Controls (2)

← HENSLER, FREDERICK, HENRYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 29, 2018 to Nov 6, 2024factForm ADV
← HENSLER, TRACYOwnerCHIEF OPERATIONS OFFICER, ownership code D, individual
Jan 29, 2018 to Nov 6, 2024factForm ADV

Dated events

Occurred
Jul 25, 2025
Advisor changed firm
Alexander Jacob Rowe left Sapphire Blue Investment Partners for Lpl Financial Llc (registered 2025-07-09)
Form ADVobserved 5 days ago
Occurred
Apr 2, 2024
Advisor changed firm
Jackson Robert Paulishak left Sapphire Blue Investment Partners for Empirikal Partners Llc (registered 2024-03-18)
Form ADVobserved 5 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Theodore Rex Drabing left Sapphire Blue Investment Partners for Spc (registered 2024-07-22)
Form ADVobserved 5 days ago
Occurred
Jul 28, 2022
Succession filed (Item 4)
Sapphire Blue Investment Partners, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jan 29, 2018
First Form ADV filing
Sapphire Blue Investment Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bac5bce8-221f-a598-8ffd-b7b592921b37
First observed: Jan 29, 2018
Last observed: Jul 6, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAPPHIRE BLUE INVESTMENT PARTNERS

HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC, CRD 291609

FENTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bac5bce8-221f-a598-8ffd-b7b592921b37

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENSLER, FREDERICK, HENRY

CHIEF COMPLIANCE OFFICER

yes

12/2021

Jan 29, 2018

Nov 6, 2024

HENSLER, TRACY

CHIEF OPERATIONS OFFICER

yes

12/2017

Jan 29, 2018

Nov 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 13, 2026

$200M

n/a

2024

Mar 19, 2025

$181M

n/a

2023

Mar 29, 2024

$201M

$199M

n/a

2022

Mar 31, 2023

$171M

$169M

n/a

2021

Mar 29, 2022

$186M

$184M

n/a

2020

Mar 25, 2021

$109M

$108M

n/a

2019

Mar 18, 2020

$118M

$116M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$200M

$181M

10.7%

$171M

5.4%