Data / Investment advisers / Massachusetts / Savior Wealth
Savior Wealth, Wellesley, MA: $140 million AUM, SEC registered investment adviser
Savior Wealth is an SEC registered investment adviser with its main office in Wellesley, Massachusetts and reports $140 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, high net worth individuals and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 299178
- SEC file number
- 801-114564
- SEC status
- Approved, effective January 28, 2019
- Legal name
- Savior LLC
- Main office
- 40 Washington Street Suite 210, Wellesley, MA 02481
- Phone
- (888) 972-8467
- Regulatory AUM
- $140,239,469 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $35,356,150
- Non discretionary AUM
- $104,883,319
- Accounts
- 303
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 12: 12 other private funds
- Gross assets of private funds
- $37,280,657
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 19 | $86.5 million |
| High net worth individuals | 17 | $28.1 million |
| Individuals (other than high net worth individuals) | 130 | $18.3 million |
| Insurance companies | 52 | $7.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $140.2 million | March 31, 2026 |
| December 1, 2025 | $111.5 million | March 27, 2025 |
Other advisers in Wellesley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Newcastle Network LP | Wellesley | $222.8 million | 2 | adviserinfo.sec.gov |
| Strategic Planning Group, Inc. | Wellesley | $218.6 million | Not listed | adviserinfo.sec.gov |
| Fulham & Co | Wellesley | $200.2 million | 8 | adviserinfo.sec.gov |
| Kastel Capital Advisors, LLC | Wellesley | $193.3 million | Not listed | adviserinfo.sec.gov |
| Nobscot Investment Management LLC | Wellesley | $164.2 million | Not listed | adviserinfo.sec.gov |
| Tech Pioneers Management LLC | Wellesley | Not listed | 18 | adviserinfo.sec.gov |
| Indicator Ventures | Wellesley | Not listed | 7 | adviserinfo.sec.gov |
| North Bridge Venture Management Company, LLC | Wellesley | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wellesley, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Savior Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.