RIA Intel›Advisers›Arizona›SAVEVEST, LLC

SAVEVEST, LLC

Advisory

AZ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$450K
across 34 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
11
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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-44.4% 1Y
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