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RIA / WealthAdvisor34 years in industry

MICHAEL ANTHONY LAMBRECHT

Advisor at SAVVY

NEW YORK, NY | Pleasanton, CA

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Search this name across graphsid dfx:ria:d7e8605d-c909-8dcd-216a-635c34b7bf7b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 18, 2006 to Sep 14, 2026

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

Current firm: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jul 10, 1992
First registration: Apr 18, 2006
Dual registered: no
Other names: MICHAEL ANTHONY LAMBRECHT
IAPD individual key: 1846927

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Jan 14, 2025	n/a	yes	Pleasanton, CA\|NEW YORK, NY	Current employment
Farther	Independent wealth	Nov 20, 2023	Dec 17, 2024	no	PLEASONTON, CA\|SAN FRANCISCO, CA	Previous registration
IWC ASSET MANAGEMENT LLC	Independent wealth	May 30, 2018	Dec 31, 2023	no	PLEASANTON, CA	Previous registration
INTEGRATED WEALTH COUNSEL, LLC	Former SEC adviser	Jun 15, 2016	Dec 21, 2016	no	Pleasanton, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 18, 2006	Jun 13, 2016	no	Pleasanton, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Farther	Savvy	Dec 17, 2024	Jan 14, 2025	28	Firm change	RIA to RIA
IWC ASSET MANAGEMENT LLC	Farther	Dec 31, 2023	Nov 20, 2023	-41	Firm change after gap	RIA to RIA
INTEGRATED WEALTH COUNSEL, LLC	IWC ASSET MANAGEMENT LLC	Dec 21, 2016	May 30, 2018	525	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	INTEGRATED WEALTH COUNSEL, LLC	Jun 13, 2016	Jun 15, 2016	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
302050:318493:CA:2024-12-17	Dec 17, 2024	Jan 14, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (5)

→ SAVVYRegistered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ FARTHERRegistered adviserregistration: previous registration
Nov 20, 2023 to Dec 17, 2024factForm ADV
→ IWC ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
May 30, 2018 to Dec 31, 2023factForm ADV
→ INTEGRATED WEALTH COUNSEL, LLCRegistered adviserregistration: previous registration
Jun 15, 2016 to Dec 21, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 18, 2006 to Jun 13, 2016factForm ADV

Dated events

Occurred
Dec 17, 2024
Advisor changed firm
Michael Anthony Lambrecht left Farther for Savvy (registered 2025-01-14)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Michael Anthony Lambrecht left Iwc Asset Management Llc for Farther (registered 2023-11-20)
Form ADVobserved 6 days ago