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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SATIS WEALTH MANAGEMENT

SATIS ASSET MANAGEMENT LTD, CRD 336301

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d89e26b-0f66-62bc-3d0c-58afa328279e

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Aug 12, 2025 to Jun 30, 2026
3 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Satis Wealth Management reported RAUM $773.9M, up 32% from $586.2M (2025-10-13 to 2026-06-30)

Dated 2026-06-30 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJun 30, 2026 · seen 6 days ago

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $774MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $224M
Private client RAUM: $745MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $774Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,572
Individual clients: 494
High net worth clients: 166
SEC number: 801-134126
CRD: 336301
Filings on the tape: 3
First filed: Aug 12, 2025
Latest filed: Jun 30, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AUSTIN CHASE REID	Certified Financial Planner\|Chartered Financial Analyst	London	0	17	4	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Relationships

Registered with (1)

← AUSTIN CHASE REIDAdvisorregistration: current employment
Oct 13, 2025 to presentfactForm ADV

Dated events

Occurred
Jun 30, 2026
Regulatory AUM changed
Satis Wealth Management reported RAUM $773.9M, up 32% from $586.2M (2025-10-13 to 2026-06-30)
Form ADVobserved 6 days ago
$188M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d89e26b-0f66-62bc-3d0c-58afa328279e
First observed: Aug 12, 2025
Last observed: Jun 30, 2026 2 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.

SATIS WEALTH MANAGEMENT

SATIS ASSET MANAGEMENT LTD, CRD 336301

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d89e26b-0f66-62bc-3d0c-58afa328279e

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AUSTIN CHASE REID

Certified Financial Planner|Chartered Financial Analyst

London

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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