Sagamore Wealth Management, LLC

Sagamore Wealth Management, LLC (CRD# 156447) is a financial advisory firm headquartered in Woburn, MA. They manage $23,500,000 in 160 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
400 Trade Center, Suite 5900, Woburn, MA 01801
https://www.sagamorewealth.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $146,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Sagamore Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Casale, financial advisor Woburn MA
Joseph P. Casale
CRD#: 4814539
400 Trade Center, Suite 5900, Woburn, MA 01801

Joseph Casale (CRD# 4814539) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Woburn, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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