Sagamore Wealth Management, LLC

Sagamore Wealth Management, LLC (CRD# 156447) is a financial advisory firm headquartered in Woburn, MA. They manage $56,878,000 in 515 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $110,443
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
  • Selection of other advisers (including private fund managers)
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, NH, TX

Financial Advisors at Sagamore Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph P. Casale
CRD#: 4814539
400 Trade Center, Suite 5900, Woburn, MA 01801
83
Wealthminder
score

Joseph Casale (CRD# 4814539) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Woburn, MA and has over 13 years of experience in the finance industry.

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