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, SEC-registered RIA organized as an LLC and operating since 2019. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees combine a percentage of assets under management with performance-based fees. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Chief Investment OfficerCRD 2804743
Contacts
3 of 4
Matthew Mclaughlin
Senior Financial ConsultantCRD 4066278
Rhonda Bernier
PresidentCRD 7295934
Jude Kostas
Investment Advisor RepresentativeCRD 7025527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$57.4M in ETFs
100%
$57.4M
0%
$0
| 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 | $13.4M | 146,709 | 23.42% |
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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