OLD SAYBROOK, CTCRD 317867Latest ADV March 13, 2026
Saybrook Wealth Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Old Saybrook, CT. Its latest Form ADV filing, dated March 13, 2026, reports $292M in regulatory assets under management, 2 employees, and 998 accounts.
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
241
2
HNWI
23.5%
75
3
Pension Plans
0.9%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$292Mas of March 13, 2026
Discretionary31.1%
$91M
31% of total RAUM31.1%
Non-discretionary68.9%
$201M
69% of total RAUM68.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$292M
Total Accounts998
10Y AUM Change+$292M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee160:1
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.