SAVIOR WEALTH

40 Washington Street
Suite 210
Wellesley, Massachusetts 02481
Tel: 617-699-8877

About SAVIOR WEALTH

SAVIOR WEALTH, formally registered with the SEC as SAVIOR WEALTH. The firm was established in 01/28/2019. They have over 2 offices throughout the country.

SAVIOR WEALTH is a Wellesley, Massachusetts based Financial Planning firm with nearly $101,515,957 assets under management, offering retirement planning & investment advisory services to 307 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299178
SEC#	801-114564
Assets Managed by Firm	$101,515,957
No. of Clients	307
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	307	$101,515,957
Individuals (other than high net worth individuals)	299	$25,554,048
High net worth individuals	8	$12,855,909

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