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| Happy Holidays!! thanks for using AUM13F!! |
| Sagebroadview Wealth Management LLC
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| CRD # | 126472 |
| SEC # | 801-100506 |
| CIK # | |
| AUM | $350.3 M (2025-03-26) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 860-606-3580 |
| Address | 10 Waterside Drive Farmington, CT 06032-2837 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 16.3 |
| (b) Individuals (high net worth individuals) | 99 | 331.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 350.3 |
| By Discretionary | ||
| Discretionary | 595 | 350.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 595 | 350.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.3 | |
| Total | 595 | 350.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bostonpremier Wealth LLC
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|
MA | 0.4 |
|
ADE LLC
✚
|
MD | 0.4 |
|
Tower Wealth Partners Inc
✚
|
PA | 0.4 |
|
Eaglebrook Advisors Inc
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|
MD | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.4 |
|
Adirondack Capital Advisors LLC
✚
|
NY | 0.4 |
|
The Karras Company Inc
✚
|
UT | 0.3 |
|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |
|
Tumwater Wealth Management LLC
✚
|
ID | 0.3 |