S
SAVVY
SEC RegisteredExperience wealth management, redefined
NEW YORK, NYhttps://savvywealth.com833-745-6789
Assets Under Management
$5B–$25B
Employees
170
Office Locations
3 offices
Total Accounts
14645
About the firm
Savvy is a technology-driven wealth management firm that combines technology with real-world financial expertise. With $5B in assets under management and 100+ experienced advisors, Savvy helps clients find the right advisor to achieve their financial goals. As a fiduciary, Savvy is committed to acting in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/MunicipalInsurance Companies
Areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementFiduciaryTechnology-driven AdvisoryPortfolio ManagementRetirement Accounts
Services
Personalized financial planning, personalized investment management, and a digital dashboard for tracking investments, net worth, and progress toward financial goals, delivered by dedicated financial advisors backed by technology
Who they serve
Individuals seeking personalized wealth management and financial advice across the US
| 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
3 offices in 3 states
NY
NEW YORKHQ
WA
BELLINGHAM
CO
DENVER
Advisors at this firm
Showing 100 of 160
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
Robert Nicholas Barone
Investment Adviser Representative
Jodi Rae Breheny
Investment Adviser Representative
Brandon Jarod Barber
Investment Adviser Representative
Alexander Ballantyne Barnes
Investment Adviser Representative
Joshua Anthony Barone
Investment Adviser Representative
Christopher Michael Benda
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
Jeffrey Todd Brimhall
Investment Adviser Representative
Andrew William Bronson
Investment Adviser Representative
Arthur Allen Buckley
Investment Adviser Representative
James Hunter Cloud
Investment Adviser Representative
Janel Colepaugh
Investment Adviser Representative
Jason Wesley Craine
Investment Adviser Representative
Matthew J Conley
Investment Adviser Representative
Patrick Daniel Conroy
Investment Adviser Representative
Paul Brooks Criscitiello
Investment Adviser Representative
Gregg Edward Cummings
Investment Adviser Representative
Brian Scott Dunckley
Investment Adviser Representative
Kristin V Dunlevy
Investment Adviser Representative
Jerald Larson Dunn
Investment Adviser Representative
Thad Robert Dunn
Investment Adviser Representative
Scott Glenn Eichler
Investment Adviser Representative
Justin Kordell Ericksen
Investment Adviser Representative
Jason Jeffrey Ewing
Investment Adviser Representative
Kurt Tyler Fetter
Investment Adviser Representative
John Brendan Fitzpatrick
Investment Adviser Representative
Colin D Farr
Investment Adviser Representative
Katherine A Fibiger
Investment Adviser Representative
Matthew Jon Finley
Investment Adviser Representative
Catalina Maria Franco-Cicero
Investment Adviser Representative
Scott Hunter Garbutt
Investment Adviser Representative
Sara Marie Gelsheimer
Investment Adviser Representative
Ryan Douglas Gibbs
Investment Adviser Representative
David Gottlieb
Investment Adviser Representative
Steven James Grogan
Investment Adviser Representative
Stephanie Riesner Gumm
Investment Adviser Representative
David Gao
Investment Adviser Representative
Ryan W. Garland
Investment Adviser Representative
Michael C. Gaynor
Investment Adviser Representative
Mitchell Curtis Gerschick
Investment Adviser Representative
Christian Nicholas Giannangeli
Investment Adviser Representative
Louis Green
Investment Adviser Representative
Trent Louis Grzegorczyk
Investment Adviser Representative
Jennifer Louise Gugliemotto
Investment Adviser Representative
Keith Robert Hamberg
Investment Adviser Representative
Steven William Harp
Investment Adviser Representative
Carter Reed Hench
Investment Adviser Representative
Grace Hennen
Investment Adviser Representative
Arynton Senna Hardy
Investment Adviser Representative
Keegan Morrison Hardy
Investment Adviser Representative
Eugene Edwin Hoover
Investment Adviser Representative
Joshua Michael Joffe
Investment Adviser Representative
Clayton Scott Johnson
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
Gregory H Kirwan Jr
Investment Adviser Representative
Nathan William Kunkel
Investment Adviser Representative
John Adel Khoury
Investment Adviser Representative
Eric Egan Kirste
Investment Adviser Representative
Jacob John Larue
Investment Adviser Representative
Conrad Brian Levesque
Investment Adviser Representative
Lindsey Carolyn Lewis
Investment Adviser Representative
Tyson R Lokke
Investment Adviser Representative
Randy Mark Long
Investment Adviser Representative
Michael Anthony Lambrecht
Investment Adviser Representative
Bruce Allen Larsen
Investment Adviser Representative
Jordan Lauber
Investment Adviser Representative
Lindsey Kane Leaverton
Investment Adviser Representative
Lee Eric Levy
Investment Adviser Representative
Kyra Gayle Reyes Luu
Investment Adviser Representative
Stephen William Marcou
Investment Adviser Representative
Ryan James Meda
Investment Adviser Representative
Steven Scott Meier
Investment Adviser Representative
Brian Joseph Mocogni
Investment Adviser Representative
Brad Ian Morgan
Investment Adviser Representative
Daniel Francis Murphy
Investment Adviser Representative
Frank William Malpigli
Investment Adviser Representative
Sandra Jean Mapp
Investment Adviser Representative
Andrew Martino
Investment Adviser Representative
Michael Joseph McCarthy
Investment Adviser Representative
Leland Stanford McCullough IV
Investment Adviser Representative
Daniel McGurl
Investment Adviser Representative
Jon Nicholas McLaughlin
Investment Adviser Representative
Regulatory & compliance
CRD number
#318493
SEC Number
801-123656
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $500,000 (waivable)
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.