Sacajawea & Co, LLP

Sacajawea & Co, LLP (CRD# 109604) is a financial advisory firm headquartered in Wellesley, MA. They manage $97,023,885 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $4,851,194
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Sacajawea & Co, LLP
Showing 1 - 2 of 2 top financial advisors.
1
William H. Wrean
CRD#: 4376581
148 Linden Street, Suite 204, Wellesley, MA 02482
87
Wealthminder
score

William Wrean (CRD# 4376581) is an Investment Advisor Representative working at Sacajawea & Co, LLP in Wellesley, MA and has 1 year of experience in the finance industry.

2
William H. Wrean
CRD#: 4376595
148 Linden Street, Suite 204, Wellesley, MA 02482
87
Wealthminder
score

William Wrean (CRD# 4376595) is an Investment Advisor Representative working at Sacajawea & Co, LLP in Wellesley, MA and has 1 year of experience in the finance industry.

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