Savvy

RIASEC RegisteredEst. 2022

Total AUM

$5B

Discretionary

$5B

99% of AUM

Avg account

$341K

Accounts

14,645

Employees

170

Advisory reps

174

Firm details

Headquarters: New York, New York
CRD number: 318493
Registered since: April 11, 2022
Website: www.savvywealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals69.62%
HNWI27.06%
Corporations / Businesses1.25%
Pension & Profit Sharing Plans1.2%
Charitable Organizations0.87%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Savvy is an independent, SEC-registered investment adviser (registered in 2022) that operates as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides a range of advisory services including financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through publications and workshops. Savvy also identifies itself as an active ESG investor and maintains a broker-dealer affiliation. Ownership is reported as a combination of a domestic entity and individual ownership. Savvy positions itself to blend direct portfolio management with outsourced manager selection: the firm both manages discretionary assets and places client capital into external funds and strategies. The advisory menu and fee flexibility suggest a client base that includes high-net-worth households as well as institutional or pooled capital relationships.