{
  "crd_number": 299178,
  "slug": "savior-wealth-wellesley-ma-299178",
  "primary_business_name": "SAVIOR WEALTH",
  "legal_name": "SAVIOR LLC",
  "dbas": [
    "MCLAUGHLIN FINANCIAL CONSULTING"
  ],
  "city": "Wellesley",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 140239469.0,
  "raum_discretionary": 35356150.0,
  "raum_non_discretionary": 104883319.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 18279816.0,
      "count": 130
    },
    "insurance_companies": {
      "raum": 7389663.0,
      "count": 52
    },
    "high_net_worth_individuals": {
      "raum": 28096824.0,
      "count": 17
    },
    "pooled_investment_vehicles": {
      "raum": 86473166.0,
      "count": 19
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "MA",
    "NH",
    "RI"
  ],
  "websites": [
    "https://linkedin.com/company/savior-wealth",
    "https://linkedin.com/in/mclaughlinfinancial",
    "https://linkedin.com/in/sandy-m-capobianco-92344513",
    "https://linkedin.com/in/toddingwersen",
    "https://saviorwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299178",
  "city_as_filed": "WELLESLEY",
  "url": "https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178",
  "display_name": "Savior Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. Savior Wealth (CRD 299178): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Savior Wealth compensated?",
      "a": "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."
    },
    {
      "q": "How much does Savior Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $2,500 to $50,000 (financial planning or consulting services on a stand-alone…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Savior Wealth located?",
      "a": "Savior Wealth's principal office is in Wellesley, MA, according to its Form ADV."
    },
    {
      "q": "Is Savior Wealth registered with the SEC or a state?",
      "a": "Savior Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299178."
    },
    {
      "q": "How much does Savior Wealth manage?",
      "a": "Savior Wealth reports $140,239,469 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (25% discretionary)."
    },
    {
      "q": "How have Savior Wealth's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Savior Wealth serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Savior Wealth use?",
      "a": "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."
    },
    {
      "q": "Does Savior Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Savior Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $111,547,543 to $140,239,469 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 258437549.0,
      "total_employees": 15,
      "filing_date": "2021-06-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 194595264.0,
      "total_employees": 13,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 149143904.0,
      "total_employees": 12,
      "filing_date": "2023-06-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 101515957.0,
      "total_employees": 5,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111547543.0,
      "total_employees": 3,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 140239469.0,
      "total_employees": 3,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $111,547,543 to $140,239,469 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 to $50,000 (financial planning or consulting services on a stand-alone…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $50,000 (financial planning or consulting services on a stand-alone…)"
        ],
        "quotes": [
          "Savior Wealth’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis and are payable half in advance and half on presentation."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "financial planning or consulting services on a stand-alone basis"
        }
      ]
    },
    "quotes": [
      "Savior Wealth’s planning and consulting fees are negotiable, but generally range from $2,500 to $50,000 on a fixed fee basis and are payable half in advance and half on presentation."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 130,
      "fewer_than_5": false,
      "raum": 18279816.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 28096824.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 86473166.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 52,
      "fewer_than_5": false,
      "raum": 7389663.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299178",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}