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SAAGA Family Wealth

EST. AUM
$717,466,443

CONTACTS
5

CLIENT ACCOUNTS
565

Firm Details

Metro area Miami
CRD Number 327015
Website saagawealth.com
Client types

Overview

SAAGA, LLC is a registered investment adviser (RIA) that provides high-touch wealth advisory and family enterprise consulting services to high-net-worth individuals, families, and family offices. The firm focuses on integrating financial strategy with family governance, helping clients align long-term wealth decisions with values and multigenerational goals, while emphasizing education, transparency, and strategic oversight.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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