SAVIOR WEALTH

RIASEC RegisteredEst. 2019

Total AUM

$140M

Discretionary

$35.4M

25% of AUM

Avg account

$463K

Accounts

303

Employees

Advisory reps

Firm details

Headquarters: WELLESLEY, Massachusetts
CRD number: 299178
Registered since: January 28, 2019
Website: www.saviorwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles61.66%
HNWI20.03%
Individuals13.03%
Insurance Companies5.27%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Savior Wealth is an independent registered investment adviser formed as an LLC and operating since 2019. The firm serves both individual & family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-AUM component with performance-based fees, and it is owned by an individual. Savior Wealth reports it is not an active ESG investor and does not market itself as a multi-state adviser. The firm appears to blend traditional advisory services with direct management of pooled vehicles: it advises multiple private funds (described primarily as "Other") and uses performance fees, which can align manager and client incentives for those vehicles. Custodial relationships and the split between discretionary and nondiscretionary mandates suggest a mix of hands-on and advisory relationships across its client base.