William Wrean has been Chief Compliance Officer, Manager and Sole Member of Sacajawea & Company since January 1990, is a control person of the firm and directly owns 75% or more of it.
Sacajawea & Company, LLC is a firm with $116M under management, 20 clients and 1 adviser in one office, as of its March 2026 filing.
- Sacajawea & Company, LLCCurrent– present · 22 yearsWellesley, MA · Adviser representative · Firm CRD 109604
Investment adviser representative registrations
William Wrean is registered as an investment adviser representative in Massachusetts, since October 2004.
- MassachusettsSince 12 October 2004
Examinations
No examinations are on William Wrean’s record.
- Full name
- William Hamilton Wrean
- CRD
- 4376595
- Firm
- Sacajawea & Company · CRD 109604
- Role
- Chief Compliance Officer, Manager and Sole Member
- Office
- 148 LINDEN STREET, SUITE 204, Wellesley, MA 02482
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does William Wrean work?
William Wrean has been Chief Compliance Officer, Manager and Sole Member of Sacajawea & Company, LLC since January 1990, and is a control person of the firm.
Is William Wrean a financial advisor?
Yes. William Wrean has a current investment-adviser registration in Massachusetts, through Sacajawea & Company since October 2004.
How many years of experience does William Wrean have?
William Wrean has 22 years in the financial industry, since October 2004, across 1 adviser firm.
Where is William Wrean based?
William Wrean’s registered office is in Wellesley, MA.
Is William Wrean registered with FINRA?
No. William Wrean has no current broker registration.
How can I verify William Wrean’s record?
Search CRD 4376595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Wrean’s full registration record.