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SAVIOR WEALTH

WELLESLEY, MA · CRD 299178 · IAPD ↗ · 8889728467

$140.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
251-500Planning clients
12Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — SAVIOR WEALTH reported RAUM up 26% ($111.5M -> $140.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — SAVIOR WEALTH reported RAUM down 32% ($149.1M -> $101.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — SAVIOR WEALTH shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2024 — SAVIOR WEALTH reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.