Save Advisers LLC
Save Advisers LLC is an SEC-registered mass-market adviser in Houston, TX with $3.5M assets under management (AUM, regulatory AUM), -36% over one year. See who owns Save Advisers LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306053, SEC 801-118060, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $3.5M (2026-04-09)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 7
- Clients
- 200
- CRD
- 306053
- Ownership
- FINTEX HOLDINGS, INC; NELSKYLA, ANDREI, MICHAEL; WATTS, ADAM, CHRISTOPHER; MOGENSEN, CYNTHIA -ELAINE, LEAL; CONNEELY, STEPHEN, J
How much AUM does Save Advisers LLC have?
Save Advisers LLC reported $3.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Save Advisers LLC?
Disclosed owners and executives of Save Advisers LLC include FINTEX HOLDINGS, INC, NELSKYLA, ANDREI, MICHAEL, WATTS, ADAM, CHRISTOPHER, MOGENSEN, CYNTHIA -ELAINE, LEAL, CONNEELY, STEPHEN, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.