SAGEBROADVIEW WEALTH MANAGEMENT, LLC
CRD #126472 SEC #801-100506 FARMINGTON, CT 860-606-3580
SEC Registered
Total AUM
$350.3M
Discretionary
$350.3M
Employees
7
Clients
101
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $350.3M | $350.3M | $0 | 7 | 3 |
| Mar 2025 | $350.3M | $350.3M | $0 | 7 | 3 |
| Sep 2024 | $317.6M | $317.6M | $0 | 5 | 6 |
| Mar 2024 | $317.6M | $317.6M | $0 | 5 | 6 |
| Jan 2024 | $270.5M | $270.5M | $0 | 6 | 6 |
| Oct 2023 | $270.5M | $270.5M | $0 | 6 | 6 |
| Apr 2023 | $270.5M | $270.5M | $0 | 6 | 6 |
| Apr 2023 | $270.5M | $270.5M | $0 | 6 | 6 |
| Mar 2023 | $270.5M | $270.5M | $0 | 6 | 6 |
| Mar 2022 | $297.3M | $297.3M | $0 | 6 | 3 |
| Oct 2021 | $264.9M | $264.9M | $0 | 6 | 4 |
| Jul 2021 | $264.9M | $264.9M | $0 | 6 | 4 |
| Apr 2021 | $264.9M | $264.9M | $0 | 6 | 4 |
| Mar 2021 | $264.9M | $264.9M | $0 | 6 | 4 |
| Dec 2020 | $239.3M | $239.3M | $0 | 6 | 4 |
| Jul 2020 | $239.3M | $239.3M | $0 | 6 | 4 |
| Jul 2020 | $239.3M | $239.3M | $0 | 6 | 4 |
| Jun 2020 | $239.3M | $239.3M | $0 | 6 | 4 |
| Mar 2020 | $239.3M | $239.3M | $0 | 6 | 4 |
| Jan 2020 | $190M | $190M | $0 | 5 | 8 |
| Mar 2019 | $190M | $190M | $0 | 5 | 8 |
| Feb 2019 | $195.2M | $195.2M | $0 | 5 | 9 |
| Jun 2018 | $195.2M | $195.2M | $0 | 5 | 9 |
| Mar 2018 | $195.2M | $195.2M | $0 | 7 | 9 |
| Apr 2017 | $162M | $162M | $0 | 8 | 26 |
| Mar 2017 | $162M | $162M | $0 | 8 | 26 |
| May 2016 | $140.4M | $140.4M | $0 | 8 | 100 |
| Mar 2016 | $140.4M | $140.4M | $0 | 8 | 100 |
| Sep 2015 | $114.7M | $114.7M | $0 | 8 | 26 |
| Jul 2015 | $114.7M | $114.7M | $0 | 8 | 26 |
| Jun 2015 | $114.7M | $114.7M | $0 | 8 | 26 |
DateOct 2025
Total AUM$350.3M
Discretionary$350.3M
Non-Disc.$0
Employees7
Clients3
DateMar 2025
Total AUM$350.3M
Discretionary$350.3M
Non-Disc.$0
Employees7
Clients3
DateSep 2024
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees5
Clients6
DateMar 2024
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees5
Clients6
DateJan 2024
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees6
Clients6
DateOct 2023
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees6
Clients6
DateApr 2023
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees6
Clients6
DateApr 2023
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees6
Clients6
DateMar 2023
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees6
Clients6
DateMar 2022
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees6
Clients3
DateOct 2021
Total AUM$264.9M
Discretionary$264.9M
Non-Disc.$0
Employees6
Clients4
DateJul 2021
Total AUM$264.9M
Discretionary$264.9M
Non-Disc.$0
Employees6
Clients4
DateApr 2021
Total AUM$264.9M
Discretionary$264.9M
Non-Disc.$0
Employees6
Clients4
DateMar 2021
Total AUM$264.9M
Discretionary$264.9M
Non-Disc.$0
Employees6
Clients4
DateDec 2020
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees6
Clients4
DateJul 2020
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees6
Clients4
DateJul 2020
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees6
Clients4
DateJun 2020
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees6
Clients4
DateMar 2020
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees6
Clients4
DateJan 2020
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients8
DateMar 2019
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients8
DateFeb 2019
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees5
Clients9
DateJun 2018
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees5
Clients9
DateMar 2018
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees7
Clients9
DateApr 2017
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees8
Clients26
DateMay 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees8
Clients100
DateSep 2015
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees8
Clients26
DateJul 2015
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees8
Clients26
DateJun 2015
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees8
Clients26