# Satori Financial LLC

> Satori Financial LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 115592
- Filed as: SATORI FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115592
- AdvisorCensus page: https://advisorcensus.com/firm/satori-financial-llc-seattle-wa-115592

## Quick answers

**How is Satori Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Satori Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Satori Financial LLC located?**
Satori Financial LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Satori Financial LLC registered with the SEC or a state?**
Satori Financial LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 115592.

**How much does Satori Financial LLC manage?**
Satori Financial LLC reports $50,276,755 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Satori Financial LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (8).

**Does Satori Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115592

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,276,755
- Discretionary: $50,276,755
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,672,913 |
| High net worth individuals | 16 | $47,603,842 |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- satorifin.com
- Facebook @Satori-Financial-LLC-130751110268887
- LinkedIn @michellefait
- X @MichelleFait

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Satori Financial LLC (CRD 115592): Form ADV filing data as of October 2026.