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 individuals and families and identifies as a capital allocator, selecting and directing assets to third-party managers as part of its service mix. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines percentage-of-AUM fees with hourly and fixed-fee engagements. The firm is not classified as an active ESG investor and lists an industry affiliation with accounting professionals.