Samatva Wealth Management LLC

Overview

Samatva Wealth Management LLC is a small, independent registered investment adviser organized as an LLC that focuses on serving individual and family clients, and small-business relationships. The firm delivers fee-based wealth management with a mix of percentage-of-AUM billing plus hourly and fixed-fee engagement options for planning work. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, and educational seminars or workshops. The firm favors equity exposure as a primary allocation choice and is not positioned as an active ESG investor. Samatva is not set up as a multi-state adviser and does not operate as a capital allocator in the sense of running bespoke direct-investment programs; however, it does make use of third-party alternative managers and structured products to complement core equity holdings. Samatva maintains custody relationships with Fidelity Brokerage Services LLC, which supports execution, reporting and custody for the firm’s client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices