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SAVIOR WEALTH
Legal name: SAVIOR LLC
CRD 299178File 801-114564
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$140.2M
Bottom 25% of cohort (national)
Discretionary AUM
$35.4M
Non-discretionary $104.9M
Clients
218
303 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 28, 2019
- Principal office
- 40 WASHINGTON STREET, SUITE 210, WELLESLEY, MA, 02481
- Phone
- 8889728467
- Website
- https://www.saviorwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.2M
- Discretionary AUM
- $35.4M
- Non-discretionary AUM
- $104.9M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 293
- Total accounts
- 303
- AUM per client
- $643K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 52 | $7.4M |
| High net worth individuals | 17 | $28.1M |
| Pooled investment vehicles | 19 | $86.5M |
| Individuals (other than high net worth individuals) | 130 | $18.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 248 | 218 | decreased by30 |
| Apr 1, 2026 | AUM | $111,547,543 | $140,239,469 | increased by$28,691,926 |
| Apr 1, 2026 | Accounts | 352 | 303 | decreased by49 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 3 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 319 | 248 | decreased by71 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $194,595,264 | $111,547,543 | decreased by$83,047,721 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 708 | 352 | decreased by356 |
| Apr 1, 2022 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 1,010 | 319 | decreased by691 |
| Apr 1, 2022 | AUM | $258,437,549 | $194,595,264 | decreased by$63,842,285 |
| Apr 1, 2022 | Accounts | 1,164 | 708 | decreased by456 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAVIOR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAVIOR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.