SAVIOR LLC
Legal name: SAVIOR WEALTH
CRD #299178 SEC #801-114564 WELLESLEY, MA 617-699-8877
SEC Registered Private Funds
Total AUM
$111.5M
Discretionary
$77.6M
Employees
3
Clients
251
Accounts
352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $111.5M | $77.6M | $33.9M | 3 | 0 |
| Mar 2024 | $101.5M | $96.1M | $5.4M | 5 | 0 |
| Oct 2023 | $149.1M | $145.2M | $3.9M | 12 | 0 |
| Jun 2023 | $149.1M | $145.2M | $3.9M | 12 | 0 |
| May 2023 | $149.1M | $145.2M | $3.9M | 12 | 0 |
| May 2023 | $149.1M | $145.2M | $3.9M | 12 | 0 |
| Mar 2023 | $149.1M | $145.2M | $3.9M | 12 | 0 |
| Mar 2023 | $149.1M | $145.2M | $3.9M | 12 | 0 |
| Nov 2022 | $194.6M | $185.9M | $8.7M | 13 | 0 |
| Oct 2022 | $194.6M | $185.9M | $8.7M | 13 | 0 |
| Jun 2022 | $194.6M | $185.9M | $8.7M | 13 | 0 |
| Mar 2022 | $194.6M | $185.9M | $8.7M | 13 | 0 |
| Mar 2022 | $194.6M | $185.9M | $8.7M | 13 | 0 |
| Feb 2022 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Nov 2021 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Nov 2021 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Jun 2021 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Jun 2021 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Apr 2021 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Mar 2021 | $258.4M | $221.1M | $37.3M | 15 | 2 |
| Oct 2020 | $243.5M | $219.5M | $24M | 13 | 0 |
| May 2020 | $243.5M | $219.5M | $24M | 13 | 0 |
| Feb 2020 | $243.5M | $219.5M | $24M | 13 | 0 |
| Nov 2019 | $153.1M | $150.7M | $2.3M | 11 | 0 |
| Oct 2019 | $153.1M | $150.7M | $2.3M | 9 | 0 |
| Aug 2019 | $153.1M | $150.7M | $2.3M | 9 | 0 |
| Jul 2019 | $153.1M | $150.7M | $2.3M | 9 | 0 |
| Jun 2019 | $153.1M | $150.7M | $2.3M | 9 | 0 |
| Jun 2019 | $153.1M | $150.7M | $2.3M | 9 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Feb 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$111.5M
Discretionary$77.6M
Non-Disc.$33.9M
Employees3
Clients0
DateMar 2024
Total AUM$101.5M
Discretionary$96.1M
Non-Disc.$5.4M
Employees5
Clients0
DateOct 2023
Total AUM$149.1M
Discretionary$145.2M
Non-Disc.$3.9M
Employees12
Clients0
DateJun 2023
Total AUM$149.1M
Discretionary$145.2M
Non-Disc.$3.9M
Employees12
Clients0
DateMay 2023
Total AUM$149.1M
Discretionary$145.2M
Non-Disc.$3.9M
Employees12
Clients0
DateMay 2023
Total AUM$149.1M
Discretionary$145.2M
Non-Disc.$3.9M
Employees12
Clients0
DateMar 2023
Total AUM$149.1M
Discretionary$145.2M
Non-Disc.$3.9M
Employees12
Clients0
DateMar 2023
Total AUM$149.1M
Discretionary$145.2M
Non-Disc.$3.9M
Employees12
Clients0
DateNov 2022
Total AUM$194.6M
Discretionary$185.9M
Non-Disc.$8.7M
Employees13
Clients0
DateOct 2022
Total AUM$194.6M
Discretionary$185.9M
Non-Disc.$8.7M
Employees13
Clients0
DateJun 2022
Total AUM$194.6M
Discretionary$185.9M
Non-Disc.$8.7M
Employees13
Clients0
DateMar 2022
Total AUM$194.6M
Discretionary$185.9M
Non-Disc.$8.7M
Employees13
Clients0
DateMar 2022
Total AUM$194.6M
Discretionary$185.9M
Non-Disc.$8.7M
Employees13
Clients0
DateFeb 2022
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateNov 2021
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateNov 2021
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateJun 2021
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateJun 2021
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateApr 2021
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateMar 2021
Total AUM$258.4M
Discretionary$221.1M
Non-Disc.$37.3M
Employees15
Clients2
DateOct 2020
Total AUM$243.5M
Discretionary$219.5M
Non-Disc.$24M
Employees13
Clients0
DateMay 2020
Total AUM$243.5M
Discretionary$219.5M
Non-Disc.$24M
Employees13
Clients0
DateFeb 2020
Total AUM$243.5M
Discretionary$219.5M
Non-Disc.$24M
Employees13
Clients0
DateNov 2019
Total AUM$153.1M
Discretionary$150.7M
Non-Disc.$2.3M
Employees11
Clients0
DateOct 2019
Total AUM$153.1M
Discretionary$150.7M
Non-Disc.$2.3M
Employees9
Clients0
DateAug 2019
Total AUM$153.1M
Discretionary$150.7M
Non-Disc.$2.3M
Employees9
Clients0
DateJul 2019
Total AUM$153.1M
Discretionary$150.7M
Non-Disc.$2.3M
Employees9
Clients0
DateJun 2019
Total AUM$153.1M
Discretionary$150.7M
Non-Disc.$2.3M
Employees9
Clients0
DateJun 2019
Total AUM$153.1M
Discretionary$150.7M
Non-Disc.$2.3M
Employees9
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0