# Savy Wealth Advisors, Inc

> Savy Wealth Advisors, Inc is a state-registered investment advisory firm in San Diego, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 341453
- Filed as: SAVY WEALTH ADVISORS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341453
- AdvisorCensus page: https://advisorcensus.com/firm/savy-wealth-advisors-inc-san-diego-ca-341453

## Quick answers

**How is Savy Wealth Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Savy Wealth Advisors, Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Savy Wealth Advisors, Inc located?**
Savy Wealth Advisors, Inc's principal office is in San Diego, CA, according to its Form ADV.

**Is Savy Wealth Advisors, Inc registered with the SEC or a state?**
Savy Wealth Advisors, Inc is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341453.

**How much does Savy Wealth Advisors, Inc manage?**
Savy Wealth Advisors, Inc reports $0 in regulatory assets under management in its Form ADV filing dated July 20, 2026.

**Does Savy Wealth Advisors, Inc 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/341453

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Savy Wealth Advisors, Inc (CRD 341453): Form ADV filing data as of October 2026.