Sagebroadview Wealth Management, LLC

CRD 126472 · Farmington, CT · $397.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 126472
SEC number: 801-100506
Firm type: RIA
Assets under management: $397.2M as of Jun 10, 2026
Website: www.sagebroadview.com ↗
Phone: 860-606-3580
Address: 10 Waterside Drive, Farmington, CT, 06032-2837

Advisors at this firm

6 in our index · page 1 of 1

Christopher James AnnelloCRD 5998570 · Burlington, MA

IA Registered
Jeffrey Lawrence AnnelloCRD 5839129 · Farmington, CT

IA Registered
Lawrence James AnnelloCRD 4650103 · Farmington, CT

IA Registered
Daniel James LesterCRD 7264333 · Farmington, CT

IA Registered
John David PrincipeCRD 5802007 · Farmington, CT

IA Registered
Karina Isabel Sales LinehanCRD 6557306 · Morristown, NJ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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