| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Annello Control | Partner | Under 5% | 2021 |
| John David Principe Control | Partner | Under 5% | 2021 |
| Lawrence James Annello Control | Partner, Chief Compliance Officer | Under 5% | 2000 |
Sagebroadview Wealth Management, LLC reports $350.3 million in regulatory assets under management on its Form ADV.
Sagebroadview Wealth Management, LLC reports 7 employees.
Sagebroadview Wealth Management, LLC is based in Farmington, CT and has been SEC-registered since 2015.
Sagebroadview Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 Waterside Drive, Suite 305, Farmington, CT 06032-2837 |
| Phone | 860-606-3580 |
| Fax | 860-606-9484 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $350.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $350.3M |