SATORI WEALTH MANAGEMENT, INC.

RIASEC Registered

Total AUM

$74.7M

Discretionary

$74.6M

100% of AUM

Avg account

$588K

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 287979
Website: satoriwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI82.57%
Individuals15.16%
Pension & Profit Sharing Plans2.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Satori Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients and operates as a capital allocator, sourcing and allocating capital to third‑party managers in addition to managing discretionary portfolios. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are a mix of asset‑based fees and fixed fees. The firm does not identify as an active ESG investor.