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SATIS WEALTH MANAGEMENT
SATIS ASSET MANAGEMENT LTD
CRD 336301 · SEC 801-134126
45 PALL MALL, LONDON, NC, SW1Y 5JG, United Kingdom
Phone
44 0 203 840 9970
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$586.2M
Discretionary AUM
$109.0M
Team
16 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-10-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $141.3M |
| High net worth individuals | 170 | $444.9M |
States served
NC, TN, TX
All web addresses on file
Official SEC filing: View on IAPD