← Back to searchVisit website
SAVVI FINANCIAL LLC
CRD 169196 · SEC 801-78753
465 WAVERLEY OAKS RD, STE 315, WALTHAM, MA, 02452-8422, United States
Phone
781-583-7011
Fax
781-300-7818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$44.7M
Discretionary AUM
$44.7M
Team
22 total employees; 6 advisory reps; 5030 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $22.7M |
| High net worth individuals | 12 | $22.0M |
| Charitable organizations | 1 | $24K |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://SLIDESHARE.NET/ERUSKAUP
- HTTPS://VIMEO.COM/USER72820897
- HTTPS://WWW.INSTAGRAM.COM/SAVVIFINANCIAL/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SAVVI-FINANCIAL
- HTTP://SAVVIFI.COM
- HTTPS://TWITTER.COM/SAVVIFINANCIAL
- HTTPS://FACEBOOK.COM/SAVVIFINANCIAL
- HTTPS://SAVVIWP.COM
- HTTPS://TWITTER.COM/RETIRESAVVI
- https://www.facebook.com/SAVVI-Wealth-Partners-109409291379019
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SAVVI-WEALTH-PARTNERS/
- https://twitter.com/SavviWealth
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCCG5Rb3FYSp63zVM8Tadetw/?guided_help_flow=5
Official SEC filing: View on IAPD