This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$75,208Item 5.F on the latest filing (2024-06-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$75,208

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$37,604derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

2Schedule D 7.B(1)

Private fund GAV

$75,208gross asset value as reported per fund; never fund size

Custody, client assets

$75,208

SEC number

801-130624

CRD

321125

Filings on the tape

2

First filed

Jun 6, 2024

Latest filed

Jun 6, 2024

Organised

Limited Liability Company, Delaware

• Occurred

  Jun 6, 2024
  First Form ADV filing

  Savvly Advisor filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05688d8e-4c44-643c-e08b-248f4e78ad63

First observed

Jun 6, 2024

Last observed

Jun 6, 2024 27 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.