DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Savvy
Legal name Savvy Advisors, Inc.
Latest filing Mar 31, 2026
First filing on the tape Mar 9, 2022 · 46 filings
SEC status approved since Apr 11, 2022
RAUM
$5.0B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
97%
$4.8B individuals and HNW
Advisors
190
registered through the firm on IAPD
RAUM per advisor
$26.3M
derived; firm RAUM over IAPD count
Employees
170
101 advisory (5.B.1)
Offices
126
beyond the principal office
Private funds
0
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$5.0B as of Mar 31, 2026
Mar 30, 2023$115M then
HNW client RAUM$1.4B as of Mar 31, 2026
Mar 30, 2023$68.4M then
State-registered IARs (5.B.3)133 as of Mar 31, 2026
Mar 30, 20239 then
Employees (5.A)170 as of Mar 31, 2026
Mar 30, 202311 then
Private funds: no history
RAUM +286% over the last fiscal year+252% a year over threeIARs 52 to 133offices 39 to 126
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RAUM per advisor
- $26.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $341,485derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 1.5derived127 offices incl. principal (1.F.5)
- RAUM growth, one year
- +286%derivedbetween the last two annual amendments
- Advisor growth, one year
- +156%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +288%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- $1.1B, 1,861 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 2derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$3.5B70%
- High-net-worth individuals$1.4B27%
- Corporations and businesses$62.7M1.3%
- Pension and profit-sharing plans$60.0M1.2%
- Charitable organizations$43.5M0.9%
- Individual clients
- 3,413reported
- HNW clients
- 1,139reported
- Pension plan clients
- 24reported
- Charitable clients
- 11reported
- Accounts
- 14,645reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 1,861 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
175 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kurt Tyler Fetter | New York, Ny | Aug 16, 2021 | 18 y | 1 |
| Eric Egan KirsteCertified Financial Planner | Prospect Heights, Il | Jul 5, 2022 | 25 y | 6 |
| Michael Joseph MccarthyCertified Financial Planner | Boston, Ma | Jul 19, 2022 | 10 y | 1 |
| Kacie Lynn SchulzCertified Financial Planner | Fargo, Nd | Jul 19, 2022 | 12 y | 2 |
| Daniel Joseph Perrino | Bellingham, Wa | Aug 22, 2022 | 12 y | 2 |
| Daniel M Brady | New York, Ny | Sep 27, 2022 | 34 y | 2 |
| Frank Grant RemundCertified Financial Planner | New York, Ny | Jul 13, 2023 | 19 y | 2 |
| Ryan Alexander BondCertified Financial Planner | New York, Ny | Aug 2, 2023 | 12 y | 3 |
| Michael Most | New York, Ny | Aug 24, 2023 | 30 y | 2 |
| Frank William Malpigli | New York, Ny | Nov 20, 2023 | 24 y | 1 |
| John Adel Khoury | Holliston, Ma | Dec 13, 2023 | 23 y | 2 |
| Dustin Heath Parsons | Cabot, Ar | Dec 19, 2023 | 15 y | 1 |
| Aaron WiegmanCertified Financial Planner | Del Mar, Ca | Jan 24, 2024 | 25 y | 5 |
| David Gao | New York, Ny | Jan 26, 2024 | 14 y | 1 |
| Arynton Senna Hardy | New York, Ny | Feb 2, 2024 | 11 y | 4 |
| David Gottlieb | New York, Ny | Mar 11, 2024 | 16 y | 4 |
| Scott Glenn Eichler | New York, Ny | Apr 8, 2024 | 18 y | 5 |
| Nicklaus C Austin | New York, Ny | Apr 16, 2024 | 12 y | 2 |
| Louis GreenCertified Financial Planner, Chartered Financial Analyst | Brooklyn, Ny | Apr 24, 2024 | 18 y | 3 |
| Jesus Alberto Pinedo | New York, Ny | May 13, 2024 | 14 y | 1 |
| Nathan William KunkelCertified Financial Planner | New York, Ny | May 20, 2024 | 13 y | 1 |
| Brian Wesley Mills | Los Angeles, Ca | Jun 10, 2024 | 12 y | 1 |
| Jon Nicholas Mclaughlin | New York, Ny | Jul 15, 2024 | 19 y | 3 |
| Brad Ian MorganCertified Financial Planner | Cincinnati, Oh | Jul 16, 2024 | 12 y | 2 |
| Brian Thomas BoswellCertified Financial Planner | Georgetown, Tx | Jul 18, 2024 | 19 y | 6 |
| Colin D FarrCertified Financial Planner | New York, Ny | Jul 24, 2024 | 16 y | 1 |
| Michaela Sarah Sullivan | Denver, Co | Jul 24, 2024 | 11 y | 1 |
| Andrew Martino | Westlake Village, Ca | Aug 15, 2024 | 17 y | 6 |
| Craig Alan AustadCertified Financial Planner | Denver, Co | Sep 17, 2024 | 23 y | 3 |
| Eric Scott Passin | Whippany, Nj | Oct 9, 2024 | 34 y | 5 |
| Janelle Rae Van Meel | New York, Ny | Nov 26, 2024 | 13 y | 2 |
| Samuel SalehChartered Financial Consultant | New York, Ny | Dec 4, 2024 | 13 y | 1 |
| Cynthia Diane Alvarez | New York, Ny | Dec 12, 2024 | 14 y | 4 |
| Jason Wesley CraineCertified Financial Planner | New York, Ny | Dec 16, 2024 | 14 y | 6 |
| Eugene Edwin HooverCertified Financial Planner | New York, Ny | Dec 23, 2024 | 14 y | 2 |
| Andrea Nolan | Reno, Nv | Dec 24, 2024 | 27 y | 6 |
| Erik Ryan Midas | New York, Ny | Jan 14, 2025 | 11 y | 2 |
| Michael Anthony Lambrecht | New York, Ny | Jan 14, 2025 | 34 y | 4 |
| John Brendan Fitzpatrick | Scottsdale, Az | Jan 16, 2025 | 16 y | 2 |
| Kyra Gayle Reyes Luu | New York, Ny | Jan 21, 2025 | 12 y | 3 |
Advisor movement
6 left, 101 joined in 12 months
net +95 in 12 months2 left in 90 days28 joined in 90 daysdeparture rate 3.2% of current headcount12 left over 36 months
Left, latest
- Nicholas Peter Swanson to Mcm WealthJun 30, 2026 · RIA to RIA
- Gregory Louis Mccrea to U.S. Bancorp Advisors, LLCJun 23, 2026 · RIA to affiliated broker-dealer or bank
- Catalina Maria Franco-Cicero to Meira WealthJun 18, 2026 · RIA to RIA
- Jacob Daniel Dubose to Pivot Planning, LLCMar 25, 2026 · RIA to a state-registered adviser
- Karissa Ann Mclaren to Oasis Wealth Planning AdvisorsMar 16, 2026 · RIA to RIA
- Shawn Hayward to Voya Financial Advisors, Inc.Mar 16, 2026 · RIA to affiliated broker-dealer or bank
- Brent Thomas Boden to CorientSep 2, 2025 · RIA to RIA
- Anthony Gaetano Decicco to Kerr Wealth ManagementApr 15, 2025 · RIA to RIA
- Daniel Matthew Moore to Brighton Jones LLCMar 20, 2025 · RIA to RIA
- Paul Alexander Austin to FartherFeb 25, 2025 · RIA to RIA
- Nathan Reed Wallace to Greyfox Investors LLCSep 4, 2024 · Other
- Erich William Yost to Almanack Investment PartnersJun 25, 2024 · RIA to RIA
Joined, latest
- Chan Hyun Lim from Centric Wealth Management, LLCSep 16, 2026 · RIA to RIA
- Eric Thomas Hamberg from LPL Financial LLCSep 16, 2026 · RIA to RIA
- Rik James Henrik Saylor from LPL Financial LLCSep 16, 2026 · RIA to RIA
- Alexander Duncan from Equitable Advisors, LLCSep 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joshua William Sievers from Bankers Life Advisory Services, Inc.Sep 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- David George Givler from MarinerSep 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Carlton Edwin Anderson from The Dowling Group Wealth ManagementSep 11, 2026 · RIA to RIA
- Gary Dale Jones from Fbl Wealth Management, LLCSep 3, 2026 · Affiliated broker-dealer or bank to independent RIA
- Anirudh Vedere from White Oaks Investment Management, IncSep 1, 2026 · Other
- Josh Neil Christian from Creativeone Securities, LLCSep 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nicole Elise Burdick from LPL Financial LLCSep 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Parker Allen Maxwell from Valeo Financial Advisors, LLCSep 1, 2026 · RIA to RIA
- Michael Phillip Henry from Cetera Investment Advisers LLCSep 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Andrew Neal George from Cetera Investment Advisers LLCAug 13, 2026 · Affiliated broker-dealer or bank to independent RIA
- Robert Christopher Chorlins from Mai Capital Management, LLCAug 10, 2026 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Advisornet Wealth PartnersJul 10, 2026 · Fort Collins, Co
- 3 joined from Claris Financial, LLCJun 29, 2026 · Glen Allen, Va · Firm absorbed
- 2 joined from LPL Financial LLCJun 16, 2026 · Greenwood, In
- 2 joined from Maia WealthMay 20, 2026 · Oakbrook Terrace, Il
- 2 joined from Marcado Asset Management LLCMar 31, 2026 · San Antonio, Tx
- 4 joined from Colorado Wealth Group LLCMar 31, 2026 · Denver, Co · Firm absorbed
- 2 joined from Belpointe Asset Management LLCFeb 27, 2026 · Mount Pleasant, Sc
- 2 joined from Fbl Wealth Management, LLCJan 20, 2026 · West Des Moines, Ia
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- (Nmn) Ritik Malhotra · Chief Executive Officercontrolsince 02/2022 · owns less than 5%
- (Nmn) Ritik Malhotra · Common And Preferred Shareholdercontrolsince 07/2021 · owns 25% to 50% of Savvy Wealth, Inc.
- Hannan Ovadia Amir Har-El · Chief Operating Officersince 07/2024 · owns less than 5%
- Nichole Tara Horne · Chief Compliance Officersince 01/2024 · owns less than 5%
- Evelyn Lisandra Wilmott · Chief Compliance Officersince 04/2025 · owns less than 5%
Entity owners
- Savvy Wealth, Inc. · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 193 | 123 | 3 | ||
| Orem, Ut | 8 | 8 | 0 | ||
| Denver, Co | 6 | 3 | 1 | ||
| Reno, Nv | 5 | 0 | 0 | ||
| Cincinnati, Oh | 4 | 2 | 0 | ||
| Carmel, In | 4 | 4 | 0 | ||
| Louisville, Ky | 4 | 1 | 0 | ||
| Midlothian, Va | 3 | 3 | 0 | ||
| Chicago, Il | 3 | 3 | 0 | ||
| Del Mar, Ca | 3 | 0 | 0 | ||
| Fairfield, Oh | 3 | 3 | 0 | ||
| Reston, Va | 3 | 3 | 0 | ||
| Evergreen, Co | 2 | 1 | 0 | ||
| Bellingham, Wa | 2 | 1 | 0 | ||
| Charlotte, Nc | 2 | 1 | 0 | ||
| Chesterfield, Mo | 2 | 2 | 0 | ||
| Colorado Springs, Co | 2 | 2 | 0 | ||
| Eagle, Id | 2 | 2 | 0 | ||
| Fishers, In | 2 | 1 | 0 | ||
| Fontana, Wi | 2 | 1 | 0 |
Post-acquisition retention
advisors of absorbed firms still registered here after the move
- Firms absorbed
- 3 since 2015, 3 in 24 monthsderived
- Advisors acquired
- 10derived
- Still registered after 90 days
- 100% of 7derived
- After 180 days
- unknownderived
- After 365 days
- unknownderived
- After 730 days
- unknownderived
- Team lift-outs after
- 0derivedteams that left this firm within two years of an absorption
Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.
Offices
Schedule D 1.F, the 25 largest
- Denver, CO2 employees
- Bellingham, WA1 employees
- , 1 employees
ADV anomalies
8 against comparable advisers; where to look, not conclusions
- growth on all axesCombination · filing Mar 31, 2026RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $1,295,318,161 to $5,001,044,474, advisors 52 to 133, private clients 1173 to 4552, offices 39 to 126 (2025-04-08 to 2026-03-31)peers: independent wealth managers, $5B to $20B (289)
- account count surgeChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 3,776.0 to 14,645.0 (+288.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +8.0% (253 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $5B to $20B (253) · 100% percentile
- advisor count surgeChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 52.0 to 133.0 (+156.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +6.0% (220 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $5B to $20B (220) · 100% percentile
- client count surgeChange between filings · filing Mar 31, 2026individual and HNW clients (Item 5.D) moved from 1,173.0 to 4,552.0 (+288.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +6.0% (224 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $5B to $20B (224) · 100% percentile
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 60.0 to 170.0 (+183.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +5.0% (264 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $5B to $20B (264) · 100% percentile
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 76.0% to 27.0% between the annual amendments of 2025-04-08 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
- office count surgeChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 39.0 to 126.0 (+223.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was 0.0% (142 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $5B to $20B (142) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,295,318,161 to $5,001,044,474 (+286.0%) between the annual amendments of 2025-04-08 and 2026-03-31; the peer median change was +18.0% (271 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $5B to $20B (271) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 3,776 to 14,645Jan 30, 2026 to Mar 31, 2026
- Advisory employees · 52 to 101Jan 30, 2026 to Mar 31, 2026
- BD registered reps · 2 to 4Jan 30, 2026 to Mar 31, 2026
- Charity clients · 5 to 11Jan 30, 2026 to Mar 31, 2026
- Corporate clients · 24 to 26Jan 30, 2026 to Mar 31, 2026
- HNW clients · 305 to 1,139Jan 30, 2026 to Mar 31, 2026
- Individual clients · 868 to 3,413Jan 30, 2026 to Mar 31, 2026
- Pension plan clients · 5 to 24Jan 30, 2026 to Mar 31, 2026
- Assets in custody · $126M to $1.1BJan 30, 2026 to Mar 31, 2026
- Employees · 60 to 170Jan 30, 2026 to Mar 31, 2026
- Insurance-licensed employees · 4 to 15Jan 30, 2026 to Mar 31, 2026
- Financial planning clients · More than 500 to 251-500Jan 30, 2026 to Mar 31, 2026
- State-registered IARs · 52 to 133Jan 30, 2026 to Mar 31, 2026
- Other offices · 42 to 126Jan 30, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.3B to $5.0BJan 30, 2026 to Mar 31, 2026
- HNW RAUM · $981M to $1.4BJan 30, 2026 to Mar 31, 2026
- Individual RAUM · $272M to $3.5BJan 30, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $8.2M to $32.5MJan 30, 2026 to Mar 31, 2026
- Pension RAUM · $3.2M to $60.0MJan 30, 2026 to Mar 31, 2026
- RAUM · $1.3B to $5.0BJan 30, 2026 to Mar 31, 2026
- Related adviser · true to falseJan 30, 2026 to Mar 31, 2026
- Other offices · 39 to 42Dec 2, 2025 to Jan 30, 2026
- Related broker-dealer · false to trueAug 19, 2025 to Sep 23, 2025
- Financial planning clients · More than 500 to More than 500May 9, 2025 to Jul 14, 2025
- Accounts · 1,218 to 3,776Nov 26, 2024 to Jan 23, 2025
- Advisory employees · 10 to 52Nov 26, 2024 to Jan 23, 2025
- BD registered reps · 1 to 2Nov 26, 2024 to Jan 23, 2025
- Charity clients · unset to 5.0Nov 26, 2024 to Jan 23, 2025
- Corporate clients · 7 to 24Nov 26, 2024 to Jan 23, 2025
- HNW clients · 93 to 305Nov 26, 2024 to Jan 23, 2025
- Individual clients · 359 to 868Nov 26, 2024 to Jan 23, 2025
- Pension plan clients · unset to 5.0Nov 26, 2024 to Jan 23, 2025
- Assets in custody · $1.8M to $126MNov 26, 2024 to Jan 23, 2025
- Employees · 12 to 60Nov 26, 2024 to Jan 23, 2025
- Insurance-licensed employees · 0 to 4Nov 26, 2024 to Jan 23, 2025
- Financial planning clients · 251-500 to More than 500Nov 26, 2024 to Jan 23, 2025
- State-registered IARs · 9 to 52Nov 26, 2024 to Jan 23, 2025
- Other offices · 11 to 39Nov 26, 2024 to Jan 23, 2025
- Discretionary RAUM · $372M to $1.3BNov 26, 2024 to Jan 23, 2025
- HNW RAUM · $287M to $981MNov 26, 2024 to Jan 23, 2025
Signals
42 dated events
- Trent Louis Grzegorczyk no longer holds an investment adviser registration (last listed at Savvy on the 2026-09-16 feed)Sep 16, 2026 · Advisor registration ended · derived
- Chan Hyun Lim registered as an investment adviser representative at SavvySep 16, 2026 · Advisor registered · fact
- Alexander Duncan registered as an investment adviser representative at SavvySep 14, 2026 · Advisor registered · fact
- 2 advisors left Advisornet Wealth Partners (Fort Collins, CO) for Savvy on the same dayJul 10, 2026 · Team lift-out · derived
- Nicholas Peter Swanson left Savvy for Mcm Wealth (registered 2026-07-01)Jun 30, 2026 · Advisor changed firm · fact
- Claris Financial, LLC's advisors moved to Savvy (Glen Allen, VA): 3 of 6 registered, on the same dayJun 29, 2026 · Firm absorbed (people side) · derived
- Gregory Louis Mccrea left Savvy for U.S. Bancorp Advisors, Llc (registered 2026-07-21)Jun 23, 2026 · Advisor changed firm · fact
- Catalina Maria Franco-Cicero left Savvy for Meira Wealth (registered 2026-06-23)Jun 18, 2026 · Advisor changed firm · fact
- 2 advisors left LPL Financial LLC (Greenwood, IN) for Savvy a day apartJun 16, 2026 · Team lift-out · derived
- 2 advisors left Maia Wealth (Oakbrook Terrace, IL) for Savvy on the same dayMay 20, 2026 · Team lift-out · derived
- Savvy reported 126 offices beyond its principal office, up from 42 (2026-01-30 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Savvy reported RAUM $5.0B, up 286% from $1.3B (2026-01-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Savvy reported 133 state-registered advisory representatives, up from 52 (2026-01-30 to 2026-03-31)Mar 31, 2026 · Advisor headcount change · derived
- Marcado Asset Management LLC's advisors moved to Savvy (San Antonio, TX): 3 of 3 registered, on the same dayMar 31, 2026 · Firm absorbed (people side) · derived
- Colorado Wealth Group LLC's advisors moved to Savvy (Denver, CO): 4 of 5 registered, on the same dayMar 31, 2026 · Firm absorbed (people side) · derived
- Jacob Daniel Dubose left Savvy for Pivot Planning, Llc (registered 2026-03-24)Mar 25, 2026 · Advisor changed firm · fact
- Karissa Ann Mclaren left Savvy for Oasis Wealth Planning Advisors (registered 2026-03-05)Mar 16, 2026 · Advisor changed firm · fact
- Shawn Hayward left Savvy for Voya Financial Advisors, Inc. (registered 2026-04-02)Mar 16, 2026 · Advisor changed firm · fact
- 2 advisors left Belpointe Asset Management LLC (Mount Pleasant, SC) for Savvy on the same dayFeb 27, 2026 · Team lift-out · derived
- 2 advisors left Fbl Wealth Management, LLC (West Des Moines, IA) for Savvy on the same dayJan 20, 2026 · Team lift-out · derived
- 3 advisors left Commonwealth Financial Network (Carmel, IN) for Savvy a day apartNov 3, 2025 · Team lift-out · derived
- 2 advisors left Plancorp, LLC (ST Louis, MO) for Savvy on the same dayOct 10, 2025 · Team lift-out · derived
- 2 advisors left Raymond James Financial Services Advisors, Inc (Colorado Springs, CO) for Savvy on the same daySep 30, 2025 · Team lift-out · derived
- 2 advisors left Raymond James Financial Services Advisors, Inc (Eagle, ID) for Savvy on the same daySep 30, 2025 · Team lift-out · derived
- 2 advisors left All That Matters Financial Services LLP (North Kingstown, RI) for Savvy on the same daySep 22, 2025 · Team lift-out · derived
- Kyle Weisbrod no longer registered at Savvy; no later IA registration on IAPDSep 18, 2025 · Advisor departure · fact
- Nickolas Eric Reilly no longer registered at Savvy; no later IA registration on IAPDSep 18, 2025 · Advisor departure · fact
- Brent Thomas Boden left Savvy for Corient (registered 2025-08-21)Sep 2, 2025 · Advisor changed firm · fact
- 3 advisors left Mercer Global Advisors Inc. (San Diego, CA) for Savvy on the same dayAug 29, 2025 · Team lift-out · derived
- 3 advisors left Focus Financial (Minneapolis, MN) for Savvy on the same dayJun 16, 2025 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/savvywealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- savvywealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 833-745-6789reportedpublic record, Form ADV, Mar 31, 2026
- Team page
- savvywealth.com/advisors-events/savvy-intelligence-open-housreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $26.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026