William H. Wrean

SACAJAWEA & COMPANY

WELLESLEY, MA 02482

Some features on this profile are disabled

CRD#: 4376595

Professional summary

William Hamilton Wrean JR is a registered financial advisor currently at SACAJAWEA & COMPANY, LLC located in Wellesley, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TREASURER OF OASIS SEMICONDUCTOR, INC. 201 JONES ROAD, WALTHAM, MA IT IS NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hamilton Wrean JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 12, 2004 - Present

SACAJAWEA & COMPANY, LLC

Office #1: 148 Linden Street Suite 204, Wellesley, MA 02482

RIA

CRD#: 109604

WELLESLEY, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SACAJAWEA & COMPANY, LLC

SACAJAWEA & CO, LLP | SACAJAWEA & COMPANY, LLC

CRD#: 109604 / SEC#: 801-55107

RIA

Registered Investment Advisory firm - (1/9/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/12/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SACAJAWEA & COMPANY, LLC

SACAJAWEA & CO, LLP | SACAJAWEA & COMPANY, LLC

CRD#: 109604 / SEC#: 801-55107

RIA

Registered Investment Advisory firm - (1/9/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Weston, MA

Mailing Address

Phone number

(781) 703-5641

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SACAJAWEA FORM ADV FORM 2A (10/16/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 126,171,571

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
11/27/2024	Cover Page	Report
09/12/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William H. Wrean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hamilton Wrean JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SACAJAWEA & COMPANY, LLC

Primary Firm SEC Registration

SACAJAWEA & COMPANY, LLC

State Registrations and Notice Filings

Exams

Current Firm

SACAJAWEA & COMPANY, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SACAJAWEA & COMPANY, LLC

TRUST BUT VERIFY

Similar Advisors