# SAGEWELL INVESTMENT ADVISORS, LLC

SAGEWELL INVESTMENT ADVISORS, LLC of CAMBRIDGE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 323174
- Type: SEC-registered investment adviser
- SEC file number: 801-126656
- Location: 955 MASSACHUSETTS AVE, #220, CAMBRIDGE, MA, 02139
- Phone: 617-397-3764
- Latest filing: 2023-01-31
- Regulatory AUM: $224K
- Discretionary AUM: $224K
- Clients: 10
- Accounts: 26

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [WRIGHT RICHARD ALAN](https://search.stillhousedata.com/person/748550) | COO / CCO | — |
| [Zimmerman Samuel Hoy](https://search.stillhousedata.com/person/873227) | CEO | — |
| [Toomey Christopher James](https://search.stillhousedata.com/person/873228) | CTO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323174/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323174/similar
- Related entities: https://search.stillhousedata.com/firm/323174/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323174

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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.