Sagebroadview Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, CT. Its latest Form ADV filing, dated March 16, 2026, reports $397M in regulatory assets under management, 8 employees, 2 offices, and 595 accounts.
Assets Under Management
$397M
Employees
8
Offices
2 offices
Total Clients
148
Primary office
FARMINGTON, CT
10 WATERSIDE DRIVE, SUITE 305, FARMINGTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
101
2
Individuals
31.8%
47
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 16, 2026
Discretionary100.0%
$397M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$397M
Total Accounts595
10Y AUM Change+$235M (+145.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.