Sagebroadview Wealth Management, LLC

RIASEC RegisteredEst. 2015

Total AUM

$397M

Discretionary

$397M

100% of AUM

Avg account

$668K

Accounts

595

Employees

Advisory reps

Firm details

Headquarters: Farmington, Connecticut
CRD number: 126472
Registered since: July 16, 2015
Website: sagebroadview.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.11%
Individuals4.41%
Corporations / Businesses0.48%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sagebroadview Wealth Management, LLC is an independent registered investment adviser, organized as an LLC and SEC-registered since 2015. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers when clients need external manager expertise. The firm operates as a capital allocator, meaning it places client capital with third-party managers in addition to managing assets directly. Fee arrangements include a percentage of assets under management, hourly billing, and fixed fees. The firm is not identified as an active ESG investor in the source data and is not listed as a multi-state adviser.