The SAVVY WEALTH is a privately held investment adviser that advises $5Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SAVVY WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 4,260.01% over the last 3-years.
The Group has been registered with the SEC for 4.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 111 WEST 33RD STREET UNIT 1410, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 170 employees comprised of 101 investment and 69 non-investment staff. The total number of Employees increased by 1,600% over the last 4-years.
Their $5Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 61 other accounts. Assets of Individuals clients own $3.48Bn or 69.62% of Total Assets and High Net Worth Individuals own $1.35Bn or 27.06% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SAVVY WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.