RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 15, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, CHRISTOPHER, JAMESIPARTNERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIPARTNER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIELECTED MANAGER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIPARTNER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIPARTNER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIPARTNER, CHIEF COMPLIANCE OFFICERNA Control
ANNELLO, LAWRENCE, JAMESIPARTNER, CHIEF COMPLIANCE OFFICERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIPARTNERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIELECTED MANAGERNA Control
CUPO, SHERI, IANNETTAIPARTNERNA Control
CUPO, SHERI, IANNETTAIPARTNERNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
DEL CONTE, BRUCE, MARCELIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
LICKWAR, ROBERT, CARLIDIRECTORNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
PRINCIPE, JOHN, DAVIDIPARTNERNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SCHUCH, WILLIAM, EDWARDIDIRECTORNA Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
SAGEBROADVIEW, INC.DEMANAGING MEMBERE Control
BROADVIEW ADVISORY GROUP, INC.DEMEMBERD
BROADVIEW ADVISORY GROUP, INC.DEMEMBERD
BROADVIEW ADVISORY GROUP, INC.DEMEMBERD
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
DEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.DEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD Control
SAGE ADVISORY GROUP, LLCDEMEMBERD
SAGE ADVISORY GROUP, LLCDEMEMBERD
SAGE ADVISORY GROUP, LLCDEMEMBERD

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.F Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.F Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.F Control
ANNELLO, LAWRENCE, JAMESIBROADVIEW ADVISORY GROUP, INC.E Control
ANNELLO, LAWRENCE, JAMESIBROADVIEW ADVISORY GROUP, INC.E Control
ANNELLO, LAWRENCE, JAMESIBROADVIEW ADVISORY GROUP, INC.E Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
CUPO, SHERI, IANNETTAISAGE ADVISORY GROUP, LLCE Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.D Control
ANNELLO, CHRISTOPHER, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, CHRISTOPHER, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, CHRISTOPHER, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
ANNELLO, LAWRENCE, JAMESISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
CUPO, SHERI, IANNETTAISAGEBROADVIEW, INC.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
DEL CONTE, BRUCE, MARCELIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
LICKWAR, ROBERT, CARLIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
PRINCIPE, JOHN, DAVIDISAGEBROADVIEW, INC.C Control
PRINCIPE, JOHN, DAVIDISAGEBROADVIEW, INC.C Control
PRINCIPE, JOHN, DAVIDISAGEBROADVIEW, INC.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control
SCHUCH, WILLIAM, EDWARDIDEL CONTE, HYDE, ANNELLO & SCHUCH, P.C.C Control

Registrations

Federal

IA
Oct 15, 2025 REGISTERED

Notice Filings (8)

CT FL MA NH NJ NY PA TX

Address

10 WATERSIDE DRIVE
SUITE 305
FARMINGTON, CT 06032-2837
United States
Phone: 860-606-3580