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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2011
- Office Locations
- 1
Office Locations
About Sagamore Wealth Management, LLC
Sagamore Wealth Management is a Massachusetts-based RIA fiduciary providing fee-based, unbiased wealth and asset management. The firm supports retirees, entrepreneurs and business owners with retirement, college, tax, estate/legacy and business-transition planning, plus protection/insurance solutions. Portfolios emphasize cost-aware asset allocation with significant ETF use, with custody through Charles Schwab.
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Owner & Executives
JOSEPH PETER CASALE
Chief Compliance Officer, Managing Member, Managing Principal, PARTNER, Private Wealth Advisor
- CRD
- #4814539
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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