S
SAVVY
SEC RegisteredNEW YORK, NYhttps://savvywealth.com833-745-6789
Assets Under Management
$5B–$25B
Employees
170
Office Locations
12 offices
Total Accounts
14645
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,413 | $3.5B |
| High Net Worth Individuals | 1,139 | $1.4B |
| Charitable Organizations | 24 | $60M |
| State/Municipal Entities | 11 | — |
265 total clients reported on Form ADV.
Leadership
Inc. Savvy Wealth
SHAREHOLDER
Ritik (nmn) Malhotra
CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER
Ritik (nmn) Malhotra
COMMON AND PREFERRED SHAREHOLDER
Office locations
12 offices in 3 states
NY
NEW YORKHQ
WA
BELLINGHAM
CO
DENVER
Advisors at this firm
78 advisors in the directory
Erik Joseph Allison
Investment Adviser Representative
Cynthia Diane Alvarez
Investment Adviser Representative
Berkely R Arrants
Investment Adviser Representative
Craig Alan Austad
Investment Adviser Representative
Nicklaus C Austin
Investment Adviser Representative
Angelique Nicole Ayala
Investment Adviser Representative
Brandon Jarod Barber
Investment Adviser Representative
Alexander Ballantyne Barnes
Investment Adviser Representative
Joshua Anthony Barone
Investment Adviser Representative
Joshua Nathan Bergman
Investment Adviser Representative
Kevin Douglas Beutel
Investment Adviser Representative
Kenneth D Bobadilla
Investment Adviser Representative
Ryan Alexander Bond
Investment Adviser Representative
Brian Thomas Boswell
Investment Adviser Representative
Daniel M Brady
Investment Adviser Representative
Andrew William Bronson
Investment Adviser Representative
Arthur Allen Buckley
Investment Adviser Representative
Patrick Daniel Conroy
Investment Adviser Representative
Paul Brooks Criscitiello
Investment Adviser Representative
Gregg Edward Cummings
Investment Adviser Representative
Scott Glenn Eichler
Investment Adviser Representative
Jason Jeffrey Ewing
Investment Adviser Representative
Katherine A Fibiger
Investment Adviser Representative
Matthew Jon Finley
Investment Adviser Representative
Catalina Maria Franco-Cicero
Investment Adviser Representative
David Gao
Investment Adviser Representative
Louis Green
Investment Adviser Representative
Trent Louis Grzegorczyk
Investment Adviser Representative
Arynton Senna Hardy
Investment Adviser Representative
Keegan Morrison Hardy
Investment Adviser Representative
Brian Russell Jellig
Investment Adviser Representative
Jordan Jensen
Investment Adviser Representative
Scott Arlyn Jensen
Investment Adviser Representative
Adam Johnson
Investment Adviser Representative
Michael Alan Johnson
Investment Adviser Representative
Peter Benjamin Jones
Investment Adviser Representative
Susan Jones
Investment Adviser Representative
Todd Alan Juenger
Investment Adviser Representative
John Adel Khoury
Investment Adviser Representative
Eric Egan Kirste
Investment Adviser Representative
Michael Anthony Lambrecht
Investment Adviser Representative
Bruce Allen Larsen
Investment Adviser Representative
Lindsey Kane Leaverton
Investment Adviser Representative
Lee Eric Levy
Investment Adviser Representative
Frank William Malpigli
Investment Adviser Representative
Sandra Jean Mapp
Investment Adviser Representative
Andrew Martino
Investment Adviser Representative
Daniel McGurl
Investment Adviser Representative
Jon Nicholas McLaughlin
Investment Adviser Representative
Jonathon Merickel
Investment Adviser Representative
Luis Alberto Miletti
Investment Adviser Representative
Brian Wesley Mills
Investment Adviser Representative
Michael Most
Investment Adviser Representative
Brandon Caleb Mull
Investment Adviser Representative
Lisa A Nee
Investment Adviser Representative
Erin Niehaus
Investment Adviser Representative
Andrea Nolan
Investment Adviser Representative
Sean Michael O'Connor
Investment Adviser Representative
Benjamin Offenhartz
Investment Adviser Representative
Christopher John Ornee
Investment Adviser Representative
Aaron Michael Peloquin
Investment Adviser Representative
Jesus Alberto Pinedo
Investment Adviser Representative
Matthew Alan Powell
Investment Adviser Representative
Christopher Martin Quandt
Investment Adviser Representative
Dustin Scott Roberts
Investment Adviser Representative
Luis Francisco Rosa
Investment Adviser Representative
Samuel Saleh
Investment Adviser Representative
Anshul Kumar Sharma
Investment Adviser Representative
Nathan Joel Sharp
Investment Adviser Representative
Charles Christopher Stennett
Investment Adviser Representative
Jared Toshiyuki Tanimoto
Investment Adviser Representative
Mark Stevenson Tassie
Investment Adviser Representative
Luis Rafael Villavicencio
Investment Adviser Representative
Aaron Wiegman
Investment Adviser Representative
Eugene Anderson Wozny
Investment Adviser Representative
Amber Marcia Wynn
Investment Adviser Representative
Linda Lim Yang
Investment Adviser Representative
Anaiss Zamora
Investment Adviser Representative
Regulatory & compliance
CRD number
#318493
SEC Number
801-123656
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
savvywealth.comPhone
833-745-6789Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAVVY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.