SAGEWELL INVESTMENT ADVISORS, LLC
CRD #323174 SEC #801-126656 CAMBRIDGE, MA 617-397-3764
SEC Registered
Total AUM
$224K
Discretionary
$224K
Employees
10
Clients
11
Accounts
26
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Toomey, Christopher, James | I | CTO | NA | Control |
| Toomey, Christopher, James | I | CTO | NA | Control |
| Toomey, Christopher, James | I | CTO | NA | Control |
| Wright, Jeffrey, Alan | I | COO / CCO | NA | Control |
| Wright, Jeffrey, Alan | I | COO / CCO | NA | Control |
| Wright, Jeffrey, Alan | I | COO / CCO | NA | Control |
| Zimmerman, Samuel, Hoy | I | CEO | NA | Control |
| Zimmerman, Samuel, Hoy | I | CEO | NA | Control |
| Zimmerman, Samuel, Hoy | I | CEO | NA | Control |
| SAGEWELL FINANCIAL, INC. | DE | MEMBER | E | Control |
| SAGEWELL FINANCIAL, INC. | DE | MEMBER | E | Control |
| SAGEWELL FINANCIAL, INC. | DE | MEMBER | E | Control |
Registrations
Federal
IA
Jan 31, 2023 REGISTERED
Notice Filings (2)
FL NC
Address
955 MASSACHUSETTS AVE#220
CAMBRIDGE, MA 02139
United States
Phone: 617-397-3764