Asset manager
Sacajawea & Company, LLC
SEC-registered investment adviser · CRD 109604 · SEC 801-55107
At a glance
Sacajawea & Company, LLC is an SEC-registered investment adviser based in United States, with $116 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 18 individual clients. By Form ADV it is a asset manager, ranked 2,289th of 3,218 asset managers and 14,889th of 17,210 SEC-registered advisers by assets.
- Regulatory AUM
- $116M
- Rank among asset managers
- #2,289 of 3,218
- Rank among all SEC RIAs
- #14,889 of 17,210
- Individual clients
- 18
- High-net-worth clients
- 13
- Accounts
- 20
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- William H. WreanChief Compliance Officer, Manager and Sole Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 13 | $48M | 42% |
| Pooled investment vehicles | 1 | $45M | 39% |
| Charitable organizations | 1 | $15M | 13% |
| Individuals | 5 | $7M | 6% |
Private funds
Sacajawea & Company, LLC reports 1 private funds with $45M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Sacajawea & Company, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Sacajawea & Company, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 606 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sacajawea & Company, LLC manage?
Sacajawea & Company, LLC reports $116 million in regulatory assets under management across 20 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Sacajawea & Company, LLC?
Sacajawea & Company, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Sacajawea & Company, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($48 million, 13 clients); pooled investment vehicles ($45 million, 1 clients); charitable organizations ($15 million, 1 clients).
Does Sacajawea & Company, LLC manage private funds?
Yes. It reports 1 private funds with $45 million in gross assets, including other private funds.
Does Sacajawea & Company, LLC have any disciplinary history?
Sacajawea & Company, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sacajawea & Company, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →