{
  "crd_number": 339409,
  "slug": "savile-private-wealth-llc-san-juan-pr-339409",
  "primary_business_name": "SAVILE PRIVATE WEALTH LLC",
  "legal_name": "SAVILE PRIVATE WEALTH LLC",
  "dbas": [],
  "city": "San Juan",
  "state": "PR",
  "country": "United States",
  "cbsa_code": "41980",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-30",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "PR",
    "TX",
    "WY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339409",
  "city_as_filed": "SAN JUAN",
  "url": "https://advisorcensus.com/firm/savile-private-wealth-llc-san-juan-pr-339409",
  "display_name": "Savile Private Wealth LLC",
  "summary": "Savile Private Wealth LLC is an SEC-registered investment advisory firm in San Juan, PR, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Savile Private Wealth LLC (CRD 339409): 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",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Savile Private Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Savile Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Savile Private Wealth LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated August 28, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Savile Private Wealth LLC located?",
      "a": "Savile Private Wealth LLC's principal office is in San Juan, PR, according to its Form ADV."
    },
    {
      "q": "Is Savile Private Wealth LLC registered with the SEC or a state?",
      "a": "Savile Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339409."
    },
    {
      "q": "Does Savile Private Wealth LLC 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/339409"
    },
    {
      "q": "What changed in Savile Private Wealth LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in FL, PR, TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in FL, PR, TX."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 28, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "These fees are negotiable at the sole discretion of the Firm or representative, but annual fees shall not exceed 2% of the assets under the Firm's management."
        ]
      }
    ],
    "quotes": [
      "These fees are negotiable at the sole discretion of the Firm or representative, but annual fees shall not exceed 2% of the assets under the Firm's management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/savile-private-wealth-llc-san-juan-pr-339409.md",
  "clients": [],
  "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/339409",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}