Investment adviser · CRD 299178

SAVIOR WEALTH

Investment adviser filing (IA)

SAVIOR LLC

WELLESLEY, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $140M
Client accounts: 303
Employees: 3
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	19	$86,473,166	61.7%
High-net-worth individuals	17	$28,096,824	20.0%
Individuals	130	$18,279,816	13.0%
Insurance companies	52	$7,389,663	5.3%

Filing source

Form ADV 2088509 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

14 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAVIOR NFC SPV LPOther Private Fund · Last reported Mar 31, 2026$7.68MGross asset value

Form D fundraising filings

Savior NFC SPV LP

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-4685990970
Reported beneficial owners: 18
Minimum commitment: $10K
Form D file number: 021-430024

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVIOR CSPRING SPV LLCOther Private Fund · Last reported Mar 31, 2026$5.95MGross asset value

Form D fundraising filings

Savior Cspring SPV LLC

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-8024536907
Reported beneficial owners: 5
Minimum commitment: $25K
Form D file number: 021-437635

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVIOR PSC SPV LLCOther Private Fund · Last reported Mar 31, 2026$5.72MGross asset value

Form D fundraising filings

Savior PSC SPV LLC

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-7772224636
Reported beneficial owners: 21
Minimum commitment: $25K
Form D file number: 021-441716

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVIOR FB SPV LPOther Private Fund · Last reported Mar 31, 2026$4.17MGross asset value

Form D fundraising filings

Savior FB SPV LP

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-2344530812
Reported beneficial owners: 38
Minimum commitment: $10K
Form D file number: 021-403372

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVIOR CL SPV LPOther Private Fund · Last reported Mar 31, 2026$2.56MGross asset value

Form D fundraising filings

Savior CL SPV LP

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-3433504522
Reported beneficial owners: 9
Minimum commitment: $25K
Form D file number: 021-403359

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVIOR ARCHETYPE FUND II SPV LPOther Private Fund · Last reported Mar 31, 2026$2.5MGross asset value

Form D fundraising filings

Savior Archetype Fund II SPV LP

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-7679778185
Reported beneficial owners: 15
Minimum commitment: $25K
Form D file number: 021-450226

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SAVIOR ACRYLIC SPV I LPOther Private Fund · Last reported Mar 31, 2026$2.25MGross asset value

Form D fundraising filings

Savior Acrylic SPV I LP

Fund administrator PROVANZANO & MARCHESIANI P.C. WAKEFIELD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CITRIN COOPERMAN BRAINTREE, Massachusetts, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CITRIN COOPERMAN
PCAOB 2468

Fund details & source

Fund ID: 805-2007628843
Reported beneficial owners: 19
Minimum commitment: $15K
Form D file number: 021-400533

Form ADV 2088509 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

40 WASHINGTON STREET, SUITE 210
WELLESLEY, MA, 02481, United States

CRD 299178

Filing source

Form ADV 2088509 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.