# Savvy

> Savvy is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 318493
- Filed as: SAVVY
- Legal name: Savvy Advisors, Inc.
- Also doing business as: ATTICUS WEALTH MANAGEMENT, BEYOND WEALTH MANAGERS, BLUE BARN WEALTH, BREAKAWAY FINANCIAL GROUP LLC, BUILD BETTER FINANCIAL FUTURE, CEDAR + SEVENS WEALTH, COLORADO WEALTH GROUP, CORSO WEALTH LLC, DC INSTITUTIONAL, DEEP FORK, FLEX WEALTH MANAGEMENT, FLOURISH FINANCIAL PARTNERS, HARDY CAPITAL INVESTMENTS, JNB WEALTH, KHOURY PRIVATE WEALTH, LONGLEAF PRIVATE WEALTH, MARATHON WEALTH ADVISORS, MARCADO ASSET MANAGEMENT, MARKETWISE ASSET MANAGEMENT, MILETTI WEALTH MANAGEMENT, NINE FOUR WEALTH, PILLAR CAPITAL, LLC, PRESTIQ WEALTH PARTNERS CORP, RENOVATE FINANCIAL PLANNING, REVIVE WEALTH, SEDAI WEALTH, SHARPEWEALTH, SORELLE WEALTH PARTNERS, STANDING OAK ADVISORS, SULLIVAN FARR WEALTH ADVISORS, THE RETIREMENT STUDIO, TRUE HARVEST PRIVATE WEALTH, UNIVERSAL VALUE ADVISORS, WEALTH RETENTION, WOZNY CAPITAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318493
- AdvisorCensus page: https://advisorcensus.com/firm/savvy-new-york-ny-318493

## Quick answers

**How is Savvy compensated?**
On its Form ADV (Item 5.E, October 2026), Savvy reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Savvy charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.3% to 1.9% a year (a range, as the brochure states it); Flat fee: $895 (tax preparation services noted in Item 4 (Savvy Tax)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Savvy located?**
Savvy's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Savvy registered with the SEC or a state?**
Savvy is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318493.

**How much does Savvy manage?**
Savvy reports $5,001,044,474 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Savvy's assets and staff changed since 2022?**
In the Form ADV data for Savvy: Regulatory assets under management: $25,562,175 in the October 2022 data and $5,001,044,474 in the October 2026 data, up 19464%. Total employees: 10 in October 2022 and 170 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Savvy serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,413); high net worth individuals (1,139); corporations or other businesses not listed above (26).

**Which custodians does Savvy use?**
Savvy's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Savvy report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318493

**What changed in Savvy's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,295,318,161 to $5,001,044,474 (+286%). Employees performing advisory functions went from 52 to 101. Added the business name Deep Fork. Added the business name JNB Wealth. Added the business name Sedai Wealth. Added the business name Sharpewealth. Added the business name Revive Wealth. Added the business name Blue Barn Wealth. Added the business name Corso Wealth LLC. Added the business name DC Institutional. Added the business name Colorado Wealth Group. Added the business name The Retirement Studio. Added the business name Beyond Wealth Managers. Added the business name Flex Wealth Management. Added the business name Wozny Capital Advisors. Added the business name Longleaf Private Wealth. Added the business name Sorelle Wealth Partners. Added the business name Marathon Wealth Advisors. Added the business name Marcado Asset Management. Added the business name Universal Value Advisors. Added the business name Atticus Wealth Management. Added the business name Miletti Wealth Management. Added the business name Renovate Financial Planning. Added the business name True Harvest Private Wealth. Added the business name Breakaway Financial Group LLC. Added the business name Build Better Financial Future. Registered or notice-filed in AL, DC, HI, ME, MS, MT, ND, NM, SD, WV, WY.

## 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 March 31, 2026)

- Asset-based fee: 0.3% to 1.9% a year (a range, as the brochure states it)

> Fees are negotiable, and typically range between 0.30%-1.9% per year, depending on the size and complexity of the client account, among other factors.

- Flat fee: $895 (tax preparation services noted in Item 4 (Savvy Tax))

> Savvy charges a flat fee of $895 for the tax preparation services noted in Item 4 (Savvy Tax) .

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.
- Interactive Brokers LLC
- National Financial Services LLC

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: $5,001,044,474
- Discretionary: $4,968,537,190
- Non-discretionary: $32,507,284

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,413 | $3,481,505,336 |
| High net worth individuals | 1,139 | $1,353,323,003 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $59,963,954 |
| Charitable organizations | 11 | $43,504,544 |
| Corporations or other businesses not listed above | 26 | $62,747,637 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 170 total, 101 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318493

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bellingham, WA
- Denver, CO
- Evergreen, CO
- Georgetown, TX
- Orange, CA
- Reno, NV
- Saint Petersburg, FL
- West Orange, NJ

### Websites listed on Form ADV (Item 1.I)
- bendawealth.com
- bluebarnwealth.com
- coloradowealthgroup.com
- deepforkinvest.com
- flexwealthmanagement.com
- flourishfp.com
- hardycap.com
- jnbwealth.com
- khouryprivatewealth.com
- marketwiseprivate.com
- planwithatticus.com
- renovatefp.com
- revivewealth.com
- savvywealth.com
- sedaiwealth.com
- sharpewealth.co
- sorellewealthpartners.com
- standingoakadvisors.com
- theretirementstudio.com
- trueharvestprivatewealth.com
- universalvalueadvisors.com
- wozcap.com
- Instagram @savvywealth
- LinkedIn @savvywealth
- X @SavvyWealthInc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $25,562,175 | 10 | September 27, 2022 |
| October 2023 | $114,702,721 | 12 | September 8, 2023 |
| October 2024 | $401,296,753 | 12 | August 23, 2024 |
| October 2025 | $1,295,318,161 | 60 | July 14, 2025 |
| October 2026 | $5,001,044,474 | 170 | March 31, 2026 |

Regulatory assets under management: $25,562,175 in the October 2022 data and $5,001,044,474 in the October 2026 data, up 19464%.
Total employees: 10 in October 2022 and 170 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,295,318,161 to $5,001,044,474 (+286%).
- Employees performing advisory functions went from 52 to 101.
- Added the business name Deep Fork.
- Added the business name JNB Wealth.
- Added the business name Sedai Wealth.
- Added the business name Sharpewealth.
- Added the business name Revive Wealth.
- Added the business name Blue Barn Wealth.
- Added the business name Corso Wealth LLC.
- Added the business name DC Institutional.
- Added the business name Colorado Wealth Group.
- Added the business name The Retirement Studio.
- Added the business name Beyond Wealth Managers.
- Added the business name Flex Wealth Management.
- Added the business name Wozny Capital Advisors.
- Added the business name Longleaf Private Wealth.
- Added the business name Sorelle Wealth Partners.
- Added the business name Marathon Wealth Advisors.
- Added the business name Marcado Asset Management.
- Added the business name Universal Value Advisors.
- Added the business name Atticus Wealth Management.
- Added the business name Miletti Wealth Management.
- Added the business name Renovate Financial Planning.
- Added the business name True Harvest Private Wealth.
- Added the business name Breakaway Financial Group LLC.
- Added the business name Build Better Financial Future.
- Registered or notice-filed in AL, DC, HI, ME, MS, MT, ND, NM, SD, WV, WY.

### February 2026
- Added the business name Pillar Capital, LLC.
- Registered or notice-filed in OK.

### January 2026
- Registered or notice-filed in UT.

### December 2025
- Registered or notice-filed in MO, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savvy (CRD 318493): Form ADV filing data as of October 2026.