SAVIOR LLC
B62
CRD 299178·SEC 801-114564·WELLESLEY, MA
AUM
$140.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$421K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $153.1M
'21 · $243.5M
'22 · $258.4M
'23 · $194.6M
'25 · $111.5M
'26 · $140.2M
'20'26
$153.1M → $140.2M▼ -8%
Client mix
| Individuals Other | 130 |
| Insurance Companies | 52 |
| Pooled Investment Vehicles | 19 |
| Individuals High Net Worth | 17 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
4 advisors → 2 advisors▼ -50%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
40 WASHINGTON STREETSUITE 210WELLESLEY HILLS, MA 02481
Business
40 WASHINGTON STREETSUITE 210WELLESLEY HILLS, MA 02481
Edgar Recent Filings
13F-HR2026-04-21 · 0001790723-26-000002
13F-HR2026-01-15 · 0001790723-26-000001