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AdvisorCensus / Financial advisors / Massachusetts / Boston / Savior Wealth

Savior Wealth

Wellesley, MASEC-registered investment adviserCRD 299178

Filed as SAVIOR WEALTH · Legal name Savior LLC

Savior Wealth is an SEC-registered investment advisory firm in Wellesley, MA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

7 years
registered since 2019
$140,239,469
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Savior Wealth compensated?

On its Form ADV (Item 5.E, October 2026), Savior Wealth reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Savior Wealth located?

Savior Wealth's principal office is in Wellesley, MA, according to its Form ADV.

Is Savior Wealth registered with the SEC or a state?

Savior Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299178.

How much does Savior Wealth manage?

Savior Wealth reports $140,239,469 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (25% discretionary).

How have Savior Wealth's assets and staff changed since 2021?

In the Form ADV data for Savior Wealth: Regulatory assets under management: $258,437,549 in the October 2021 data and $140,239,469 in the October 2026 data, down 46%. Total employees: 15 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Savior Wealth serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); insurance companies (52); pooled investment vehicles (other than investment companies and business development companies) (19).

Which custodians does Savior Wealth use?

Savior Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Savior Wealth report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299178

What changed in Savior Wealth's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $111,547,543 to $140,239,469 (+26%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$140,239,469

$140,239,469 as of October 2026, filing dated March 31, 2026.

Discretionary: $35,356,150.Non-discretionary: $104,883,319.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 130 Assets $18,279,816 (13%)
High net worth individuals
Clients 17 Assets $28,096,824 (20%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 19 Assets $86,473,166 (62%)
Insurance companies
Clients 52 Assets $7,389,663 (5%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Legal name
Savior LLC
Also doing business as
MCLAUGHLIN FINANCIAL CONSULTING
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2019 (7 years)
Employees
Total: 3. Performing investment advisory functions: 2.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
5 states or jurisdictions
ALFLMANHRI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$258M 2021 $195M 2022 $149M 2023 $102M 2024 $112M 2025 $140M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$140,239,4693March 31, 2026
October 2025$111,547,5433March 27, 2025
October 2024$101,515,9575March 29, 2024
October 2023$149,143,90412June 12, 2023
October 2022$194,595,26413June 28, 2022
October 2021$258,437,54915June 24, 2021

Regulatory assets under management: $258,437,549 in the October 2021 data and $140,239,469 in the October 2026 data, down 46%.

Total employees: 15 in October 2021 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $111,547,543 to $140,239,469 (+26%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
saviorwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Savior Wealth (CRD 299178): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178