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Save Advisers LLC

Save Advisers LLC. CRD 306053

Save Advisers LLC logo

CRD: 306053

Save Advisers LLC

$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
7 Employees
200 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
11-01-2018
Office Locations
1

Office Locations

4306 Yoakum Blvd Suite 200 Houston TX

About Save Advisers LLC

Save Advisers LLC (Save) offers an “investment savings” experience designed for retail savers seeking higher returns with lower risk. Deposits are capital protected by being sequestered in an FDIC-insured bank account, while Save automatically invests in curated market portfolios to pursue market-like returns. Built by wealth management and banking technology professionals, the product aims to simplify saving and investing in one account.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$17.5K AVG AUM / CLIENT
7.4 yrs AVG TENURE
7 Employees
0 Advisory Reps
0 RIA Reps
7yrs Firm Age

Insights

Available
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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

A

ANDREI MICHAEL NELSKYLA

Chief Executive Officer

CRD
--
Ownership
Less than 5%
Available
Available
Available
A

ADAM CHRISTOPHER WATTS

Chief Compliance Officer, CHIEF OPERATING OFFICER, President

CRD
--
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-02-2024
11-04-2025
04-09-2026
Category Assets AVG. Account size
Discretionary $3,500,000 $17,500
Non-Discretionary $0 --
Total $3,500,000 $17,500

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Asset class Assets Assets %
Cash Available Available
Total Available Available

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