{
  "crd_number": 169196,
  "slug": "savvi-financial-llc-waltham-ma-169196",
  "primary_business_name": "SAVVI FINANCIAL LLC",
  "legal_name": "SAVVI FINANCIAL LLC",
  "dbas": [
    "SAVVI WEALTH PARTNERS"
  ],
  "city": "Waltham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-11-04",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-16",
  "carried_forward": false,
  "raum_total": 44700000.0,
  "raum_discretionary": 44700000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 22,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 24000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 22676000.0,
      "count": 123
    },
    "high_net_worth_individuals": {
      "raum": 22000000.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/SAVVI-Wealth-Partners-109409291379019",
    "https://facebook.com/SAVVIFINANCIAL",
    "https://instagram.com/SAVVIFINANCIAL",
    "https://linkedin.com/COMPANY/SAVVI-FINANCIAL",
    "https://linkedin.com/COMPANY/SAVVI-WEALTH-PARTNERS",
    "https://savvifi.com",
    "https://savviwp.com",
    "https://slideshare.net/ERUSKAUP",
    "https://twitter.com/RETIRESAVVI",
    "https://twitter.com/SAVVIFINANCIAL",
    "https://twitter.com/SavviWealth",
    "https://vimeo.com/USER72820897",
    "https://youtube.com/CHANNEL/UCCG5Rb3FYSp63zVM8Tadetw?guided_help_flow=5"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169196",
  "city_as_filed": "WALTHAM",
  "url": "https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196",
  "display_name": "Savvi Financial LLC",
  "summary": "Savvi Financial LLC is an SEC-registered investment advisory firm in Waltham, MA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.",
  "citation": "AdvisorCensus. Savvi Financial LLC (CRD 169196): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Savvi Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Savvi Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Savvi Financial LLC located?",
      "a": "Savvi Financial LLC's principal office is in Waltham, MA, according to its Form ADV."
    },
    {
      "q": "Is Savvi Financial LLC registered with the SEC or a state?",
      "a": "Savvi Financial LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169196."
    },
    {
      "q": "How much does Savvi Financial LLC manage?",
      "a": "Savvi Financial LLC reports $44,700,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Savvi Financial LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Savvi Financial LLC: Regulatory assets under management: $22,852,000 in the October 2021 data and $44,700,000 in the October 2026 data, up 96%. Total employees: 8 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Savvi Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (12); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Savvi Financial LLC use?",
      "a": "Savvi Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Savvi Financial 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/169196"
    },
    {
      "q": "Does Savvi Financial LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 16, 2026 says: \"There is no minimum or maximum net worth for the Advisor’s services.\""
    },
    {
      "q": "What changed in Savvi Financial LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $35,947,000 to $44,700,000 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 22852000.0,
      "total_employees": 8,
      "filing_date": "2021-07-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 27421000.0,
      "total_employees": 15,
      "filing_date": "2022-02-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 28406000.0,
      "total_employees": 17,
      "filing_date": "2023-02-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 31022000.0,
      "total_employees": 17,
      "filing_date": "2024-01-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 35947000.0,
      "total_employees": 18,
      "filing_date": "2025-01-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 44700000.0,
      "total_employees": 22,
      "filing_date": "2026-02-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $35,947,000 to $44,700,000 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum or maximum net worth for the Advisor’s services."
        ]
      }
    ],
    "quotes": [
      "There is no minimum or maximum net worth for the Advisor’s services."
    ],
    "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
    }
  ],
  "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/savvi-financial-llc-waltham-ma-169196.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 123,
      "fewer_than_5": false,
      "raum": 22676000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 22000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 24000.0
    }
  ],
  "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/169196",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}