S
CRD: 336301
Satis Wealth Management
London, SW1Y
44 0 203 840 9970
$773.9M Total AUM
$224.1M Disc. AUM
-- 3Y CAGR
17 Employees
674 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2012
- Office Locations
- 1
Office Locations
45 Pall Mall London --
About Satis Wealth Management
Satis Wealth Management is a London-based RIA. The firm has been operating for 14 years. Managing $773.9M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$86.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.8 yrs AVG TENURE
17 Employees
9 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
I
Ian Abrey
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
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Ross Badger
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
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Showing 2 of 17 owners & executives
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A
AUSTIN CHASE REID
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- CRD
- #5602191
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Showing 1 of 18 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,108,008 | $643,989 |
| Non-Discretionary | $549,804,123 | $449,186 |
| Total | $773,912,131 | $492,311 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available | Asset class | Assets | Assets % |
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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