# SAGEBROADVIEW WEALTH MANAGEMENT, LLC

SAGEBROADVIEW WEALTH MANAGEMENT, LLC of FARMINGTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 126472
- Type: SEC-registered investment adviser
- SEC file number: 801-100506
- Location: 10 WATERSIDE DRIVE, SUITE 305, FARMINGTON, CT, 06032-2837
- Phone: 860-606-3580
- Latest filing: 2026-07-06
- Regulatory AUM: $397.2M
- Discretionary AUM: $397.2M
- Clients: 8
- Accounts: 595

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence James Annello | DIRECTOR, PRESIDENT; PARTNER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Sheri Iannetta Cupo | DIRECTOR | — |
| Christopher James Annello | DIRECTOR, VICE PRESIDENT, TREASURER; PARTNER | — |
| John David Principe | CHIEF COMPLIANCE OFFICER; DIRECTOR, VICE PRESIDENT, SECRETARY; PARTNER | — |
| ANNELLO LAWRENCE JAMES | DIRECTOR; DIRECTOR, PRESIDENT; DIRECTOR, VICE PRESIDENT, TREASURER (+5 more) | — |
| DEL CONTE BRUCE MARCEL | DIRECTOR | — |
| LICKWAR ROBERT CARL | DIRECTOR | — |
| SCHUCH WILLIAM EDWARD | DIRECTOR | — |
| CUPO SHERI IANNETTA | DIRECTOR; ELECTED MANAGER; MANAGING MEMBER (+1 more) | — |
| PRINCIPE JOHN DAVID | DIRECTOR, VICE PRESIDENT, SECRETARY; PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126472/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126472/similar
- Related entities: https://search.stillhousedata.com/firm/126472/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126472

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.