{
  "crd_number": 336301,
  "slug": "satis-wealth-management-london-336301",
  "primary_business_name": "SATIS WEALTH MANAGEMENT",
  "legal_name": "SATIS ASSET MANAGEMENT LTD",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-12",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 773912131.0,
  "raum_discretionary": 224108008.0,
  "raum_non_discretionary": 549804123.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 145629578.0,
      "count": 494
    },
    "high_net_worth_individuals": {
      "raum": 599287329.0,
      "count": 166
    },
    "corporations_other_businesses": {
      "raum": 28995224.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/satiswealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336301",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/satis-wealth-management-london-336301",
  "display_name": "Satis Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Satis Wealth Management (CRD 336301): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Satis Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Satis Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Satis Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Satis Wealth Management registered with the SEC or a state?",
      "a": "Satis Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336301."
    },
    {
      "q": "How much does Satis Wealth Management manage?",
      "a": "Satis Wealth Management reports $773,912,131 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (29% discretionary)."
    },
    {
      "q": "What types of clients does Satis Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Satis Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Satis Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Satis Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $586,184,095 to $773,912,131 (+32%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $586,184,095 to $773,912,131 (+32%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "0.9%"
      },
      {
        "band": "$1,000,001 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.6%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 0.9
        },
        {
          "min": 1000001.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.6
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 5000.0,
      "planning": []
    },
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Transact",
      "name_as_filed": "TRANSACT",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/satis-wealth-management-london-336301.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 494,
      "fewer_than_5": false,
      "raum": 145629578.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 166,
      "fewer_than_5": false,
      "raum": 599287329.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 28995224.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336301",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}