Peter Wurszt
Savlan Wealth Partners · East Longmeadow, Massachusetts
Peter Wurszt is a fee-only financial advisor at Savlan Wealth Partners in East Longmeadow, Massachusetts. Savlan Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Savlan Wealth Partners |
|---|---|
| Based in | East Longmeadow, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $231.8M across 688 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7921785 |
| Exams passed | Series 66 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.savlanwealth.com |
How Peter's firm compares
- Savlan Wealth Partners's average account is about $337,000, from its Form ADV (assets managed divided by 688 accounts).
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Questions about Peter
Is Peter Wurszt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Savlan Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Savlan Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Wurszt based?
Peter Wurszt is based in East Longmeadow, Massachusetts.
Is Peter Wurszt registered with the SEC?
Yes. Peter Wurszt is registered as an investment adviser representative in MA (CRD 7921785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savlan Wealth Partners manage?
Savlan Wealth Partners reports $231.8M across 688 accounts in assets under management.
How do I contact Peter Wurszt?
Through Peter's website, www.savlanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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