Private fund adviser · Wellesley, MA
Savior Wealth
Savior LLC · SEC-registered investment adviser · CRD 299178 · SEC 801-114564
At a glance
Savior Wealth is an SEC-registered investment adviser based in Wellesley, Massachusetts, with $140 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 147 individual clients. By Form ADV it is a private fund adviser, ranked 4,330th of 4,686 private fund advisers and 14,003rd of 17,210 SEC-registered advisers by assets.
Main office 888-972-8467saviorwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $140M
- Rank among private fund advisers
- #4,330 of 4,686
- Rank among all SEC RIAs
- #14,003 of 17,210
- Rank in Massachusetts
- #559 of 627
- Individual clients
- 147
- High-net-worth clients
- 17
- Accounts
- 303
- Discretionary
- 25% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Todd M. IngwersenManaging Director
- Sandy M CapobiancoChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 19 | $86M | 62% |
| High-net-worth individuals | 17 | $28M | 20% |
| Individuals | 130 | $18M | 13% |
| Insurance companies | 52 | $7M | 5% |
Private funds
Savior Wealth reports 12 private funds with $37M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Savior Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗saviorwealth.com ↗
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The full record on Savior Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,350 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Savior Wealth manage?
Savior Wealth reports $140 million in regulatory assets under management across 303 accounts, 25% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Savior Wealth?
Savior Wealth is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Savior Wealth’s clients?
By assets, its largest client types are pooled investment vehicles ($86 million, 19 clients); high-net-worth individuals ($28 million, 17 clients); individuals ($18 million, 130 clients).
Does Savior Wealth manage private funds?
Yes. It reports 12 private funds with $37 million in gross assets, including other private funds.
Does Savior Wealth have any disciplinary history?
Savior Wealth reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Savior Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →