Satis Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$774M

Discretionary

$224M

29% of AUM

Avg account

$492K

Accounts

1,572

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 336301
Registered since: August 12, 2025
Custodians: TRANSACT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.44%
Individuals18.82%
Corporations / Businesses3.75%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Satis Wealth Management is an independent, individual-owned registered investment adviser and trust company that serves both individual & family and institutional clients. The firm is registered with the SEC as of 2025 and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Satis identifies as a trust company and lists an accounting firm affiliation, indicating it offers fiduciary or trust-related services in addition to advisory work. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.