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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-13-2015
- Office Locations
- 1
Office Locations
About Samatva Wealth Management LLC
Samatva Wealth Management is a Maryland-founded RIA providing investment management and written financial planning aimed at long-term retirement goals (with stated account and plan minimums). The firm also delivers CPA/CFO-style business consulting and tax planning, including retirement plan setup, cross-border tax consulting (India/US/Singapore/Middle East), and EB-5 investment due diligence. Registered in multiple states; custody via Fidelity/NFS. Reported portfolios are ETF-based.
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Investment Themes
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Owner & Executives
JEYAMARIAPPAN GANAPATHY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6485438
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $825,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $825,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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