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SAVVY
SAVVY ADVISORS, INC.
CRD 318493 · SEC 801-123656
111 WEST 33RD STREET, UNIT 1410, NEW YORK, NY, 10001, United States
Phone
833-745-6789
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.00B
Discretionary AUM
$4.97B
Team
170 total employees; 101 advisory reps; 265 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3413 | $3.48B |
| High net worth individuals | 1139 | $1.35B |
| Pension/profit sharing plans | 24 | $60.0M |
| Charitable organizations | 11 | $43.5M |
| Corporations/business entities | 26 | $62.7M |
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://www.savvywealth.com
- https://www.instagram.com/savvywealth/
- https://www.linkedin.com/company/savvywealth/
- https://twitter.com/SavvyWealthInc
- https://standingoakadvisors.com/
- https://www.flourishfp.com/
- https://www.hardycap.com/
- https://www.khouryprivatewealth.com/
- https://www.marketwiseprivate.com/
- https://universalvalueadvisors.com/
- https://www.flexwealthmanagement.com/
- https://www.sedaiwealth.com/
- https://jnbwealth.com/
- https://www.revivewealth.com/
- https://www.renovatefp.com/
- https://planwithatticus.com/
- https://www.sorellewealthpartners.com/
- https://www.trueharvestprivatewealth.com/
- https://www.wozcap.com/
- http://bendawealth.com
- https://www.coloradowealthgroup.com/
- https://bluebarnwealth.com/
- https://sharpewealth.co/
- http://theretirementstudio.com
- http://deepforkinvest.com
Official SEC filing: View on IAPD