# Savior Wealth

> 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.

- CRD: 299178
- Filed as: SAVIOR WEALTH
- Legal name: Savior LLC
- Also doing business as: MCLAUGHLIN FINANCIAL CONSULTING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299178
- AdvisorCensus page: https://advisorcensus.com/firm/savior-wealth-wellesley-ma-299178

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $140,239,469
- Discretionary: $35,356,150
- Non-discretionary: $104,883,319

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $18,279,816 |
| High net worth individuals | 17 | $28,096,824 |
| Pooled investment vehicles (other than investment companies and business development companies) | 19 | $86,473,166 |
| Insurance companies | 52 | $7,389,663 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- saviorwealth.com
- LinkedIn @savior-wealth
- LinkedIn @mclaughlinfinancial
- LinkedIn @sandy-m-capobianco-92344513
- LinkedIn @toddingwersen

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $258,437,549 | 15 | June 24, 2021 |
| October 2022 | $194,595,264 | 13 | June 28, 2022 |
| October 2023 | $149,143,904 | 12 | June 12, 2023 |
| October 2024 | $101,515,957 | 5 | March 29, 2024 |
| October 2025 | $111,547,543 | 3 | March 27, 2025 |
| October 2026 | $140,239,469 | 3 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $111,547,543 to $140,239,469 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savior Wealth (CRD 299178): Form ADV filing data as of October 2026.