firm
Save Advisers
HOUSTON, TX
CRD: 306053
In network coverage since October 6, 2026 · 1 story
$3.5MRegulatory AUMSEC Form ADV · Oct 24
7EmployeesForm ADV
Regulatory AUM · Oct 10 – Oct 24
Network coverage
The Close
Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5%
Save Technologies holds client cash in FDIC-insured bank deposits while a subsidiary RIA invests in equity and gold ETFs for the yield; its disclosures put the return floor at zero.