SAVIOR LLC
DBA: SAVIOR WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $140.2M |
| Discretionary | $35.4M25% of AUM |
| Non-Discretionary | $104.9M |
| Client Accounts | 303 |
| Avg Account Size | $463K |
| Employees | 3 |
| Peak AUM | $258.4MMar 2021 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | +25.7% | 2.0% | 11.5% | |
| Discretionary AUM | $35M | ||||
Key Metrics
| Total AUM | $140.2M |
| Discretionary | $35.4M |
| Employees | 3 |
| Client Accounts | 303 |
| Client Range | 251-500 |
Contact & Location
Address
40 WASHINGTON STREET
WELLESLEY MA 02481
Phone
8889728467
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$35M
25.2% of AUM
Non-Discretionary
$105M
74.8% of AUM
Disc. mix ▼ 44.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported