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Savior Wealth Share
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Overview Share
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Waltham, Massachusetts
$243.5 million AUM
3 offices

Savior Wealth is based in Waltham, Massachusetts and has $243.5 million in assets under management.

Location
800 South Street
Suite 200
Waltham, MA 02453
$243.5 million
AUM
13
Employees
AUM Share
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$243,527,079
Assets under management
1,006 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 281 $84,794,875 35% $301,761
High net worth individuals 75 $158,732,204 65% $2,116,429
Employees Share
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13
Employees
4
Investment analysts
31% of total employees
AUM per employee Share
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$243,527,079
Assets under management
$18,732,852
AUM per employee
$60,881,770
AUM per investment analyst
About Share
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Compensation

Savior Wealth makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Savior Wealth provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 299,178
SEC number 801-114564
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 04, 2020

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