Savior Wealth
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 299178
- Registered since
- January 28, 2019
- Website
- www.saviorwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles61.66%
- HNWI20.03%
- Individuals13.03%
- Insurance Companies5.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Savior Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual & family clients and institutional clients, charging a mix of percentage-of-AUM and performance-based fees. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Savior Wealth does not position itself as an ESG-focused manager and is not identified as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds59%
- Exchange Traded Equities26%
- Cash & Cash Equivalents9%
- Other6%
Owners & executives
1 of 1
Todd Ingwersen
Founder & Chief Investment OfficerCRD 2804743
Contacts
3 of 4
Matthew Mclaughlin
Senior Financial ConsultantCRD 4066278
Jude Kostas
Investment Advisor RepresentativeCRD 7025527
Rhonda Bernier
PresidentCRD 7295934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$55.9M in ETFs
96%
$53.8M
4%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12.8M | 139,235 | 22.81% |
Location
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 40 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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