RIA Intel›Advisers›Massachusetts›SAGAMORE WEALTH MANAGEMENT, LLC

SAGAMORE WEALTH MANAGEMENT, LLC

Advisory

WOBURN, MA

Data as of Mar 21, 2024 · Source: SEC Form ADV

Rank in MA

#1,327

of 1,590 advisers by AUM

Average account

$147K

across 160 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2024.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients75

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

75 clients

The full client-type breakdown and the share of AUM each category represents.

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