AdvisorCensus / Financial advisors / Satis Wealth Management
Satis Wealth Management
Filed as SATIS WEALTH MANAGEMENT · Legal name Satis Asset Management Ltd
Satis Wealth Management is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.
Quick answers
From the filingHow is Satis Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Satis Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Satis Wealth Management charge?
Its Form ADV Part 2A brochure dated June 30, 2026 states: Up to $1,000,000: 0.9% a year; $1,000,001 to $5,000,000: 0.75% a year; Above $5,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Satis Wealth Management located?
Satis Wealth Management's principal office is in London, United Kingdom, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Satis Wealth Management registered with the SEC or a state?
Satis Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336301.
How much does Satis Wealth Management manage?
Satis Wealth Management reports $773,912,131 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (29% discretionary).
What types of clients does Satis Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (494); high net worth individuals (166); corporations or other businesses not listed above (14).
Which custodians does Satis Wealth Management use?
Satis Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Transact as custodians holding 10% or more of its separately managed account assets.
Does Satis Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336301
What changed in Satis Wealth Management's recent Form ADV filings?
In the July 2026 filing data: Regulatory assets under management went from $586,184,095 to $773,912,131 (+32%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 0.9% |
| $1,000,001 to $5,000,000 | 0.75% |
| Above $5,000,000 | 0.6% |
The brochure's wording
Portfolio Value Annual % Fee (Total) $0 – $1,000,000 0.90% $1,000,001 – $5,000,000 0.75% Over $5,000,000 0.60%
Minimum annual fee: $5,000
The brochure's wording
Our standard services are subject to a minimum annual fee of $5,000, and fees are calculated based on a tiered percentage of the portfolio value under our management.
As stated in the firm's Form ADV Part 2A brochure dated June 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$773,912,131 as of October 2026, filing dated June 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Satis Asset Management Ltd
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 17. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Regulatory assets under management went from $586,184,095 to $773,912,131 (+32%).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Satis Wealth Management (CRD 336301): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/satis-wealth-management-london-336301