# Satis Wealth Management

> 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.

- CRD: 336301
- Filed as: SATIS WEALTH MANAGEMENT
- Legal name: Satis Asset Management Ltd
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336301
- AdvisorCensus page: https://advisorcensus.com/firm/satis-wealth-management-london-336301

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Transact

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.

### Regulatory assets under management (Item 5.F)
- Total: $773,912,131
- Discretionary: $224,108,008
- Non-discretionary: $549,804,123

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 494 | $145,629,578 |
| High net worth individuals | 166 | $599,287,329 |
| Corporations or other businesses not listed above | 14 | $28,995,224 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 17 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Watford

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @satiswealth

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Satis Wealth Management (CRD 336301): Form ADV filing data as of October 2026.