SAVIOR WEALTH

Legal name: SAVIOR LLC

CRD 299178File 801-114564

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$140.2M

Bottom 25% of cohort (national)

Discretionary AUM

$35.4M

Non-discretionary $104.9M

Clients

218

303 accounts

Employees

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.linkedin.com/in/mclaughlinfinancial/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.