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SAVIOR WEALTH
SAVIOR LLC
CRD 299178 · SEC 801-114564
40 WASHINGTON STREET, SUITE 210, WELLESLEY, MA, 02481, United States
Phone
8889728467
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.2M
Discretionary AUM
$35.4M
Team
3 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $18.3M |
| High net worth individuals | 17 | $28.1M |
| Pooled investment vehicles | 19 | $86.5M |
| Insurance companies | 52 | $7.4M |
States served
AL, MA, RI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD