Savior LLC

5 registered advisors · 13 reported ETFs · $31.6M reported ETF value · $140.2M regulatory AUM

Savior LLC is an investment adviser that files Form ADV with the SEC in Wellesley, MA, with 5 registered advisors, reporting $140.2M in regulatory assets under management. Its 13F filings report 13 ETF positions worth $31.6M.

Last updated 2026-03-31 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$140.2MLowTop 85%
  • Clients per advisor43.6LowTop 62%
  • Average AUM per client$643.3KLowTop 86%
  • High-net-worth share of clients7.8%LowTop 56%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-31. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2019-01-28
SEC file number
801-114564
Form version
10/2021
Latest Form ADV filing
2026-03-31
Address
40 Washington Street, Suite 210, Wellesley, MA 02481, United States
Phone
8889728467
Website
https://www.saviorwealth.com

Size

People and clients

Items 5.A through 5.D.

Employees
3
Registered advisors
5
Offices
4
Clients
218
Clients per advisor
43.6
High-net-worth share of clients
7.8%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$140,239,469
Discretionary AUM
$35,356,150
Non-discretionary AUM
$104,883,319
Total accounts
303
Average AUM per client
$643,300

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Pooled investment vehicles19 clients
    $86.5M
  • High net worth individuals17 clients
    $28.1M
  • Individuals (non-HNW)130 clients
    $18.3M
  • Insurance companies52 clients
    $7.4M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Pension Consulting Services
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Performance-Based Fees
Affiliations
Adviser to Any Private Fund
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 299178. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research
BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF$13.4M42.6%Research alternatives to BIL · BIL institutional holders
XLU — State Street Utilities Select Sector SPDR ETF$2.2M6.9%Research alternatives to XLU · XLU institutional holders
IEF — iShares 7-10 Year Treasury Bond ETF$2.1M6.8%Research alternatives to IEF · IEF institutional holders
DBA — Invesco DB Agriculture Fund$2.1M6.7%Research alternatives to DBA · DBA institutional holders
SCHM — Schwab U.S. Mid Cap ETF$1.8M5.7%Research alternatives to SCHM · SCHM institutional holders
EFA — iShares MSCI EAFE ETF$1.8M5.6%Research alternatives to EFA · EFA institutional holders
IWM — iShares Russell 2000 Index Fund$1.6M5.1%Research alternatives to IWM · IWM institutional holders
AIRR — First Trust RBA American Industrial Renaissance ETF$1.5M4.9%Research alternatives to AIRR · AIRR institutional holders
URA — Global X Uranium ETF$1.3M4.2%Research alternatives to URA · URA institutional holders
EEM — iShares MSCI Emerging Index Fund$1M3.3%Research alternatives to EEM · EEM institutional holders
XLP — State Street Consumer Staples Select Sector SPDR ETF$974.1K3.1%Research alternatives to XLP · XLP institutional holders
XLE — State Street Energy Select Sector SPDR ETF$939.4K3.0%Research alternatives to XLE · XLE institutional holders
FXI — iShares China Large-Cap ETF$716K2.3%Research alternatives to FXI · FXI institutional holders

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
40 Washington StreetWellesleyMA5
132 Central StreetFoxboroMA2
Brockton, MABrocktonMA1
65 Main StreetLakevilleMA1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30