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%
Noteworthy reported investments
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
Firm-reported positions leading each research ranking
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
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)