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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2017
- Office Locations
- 2
Office Locations
About Satori Wealth Management, Inc.
San Diego-based Satori Wealth Management helps retirees and pre-retirees plan retirement income and spending, Social Security/pension decisions, tax reduction, and legacy goals. The firm builds portfolios designed to meet income needs while managing downside risk, using ETFs and mutual funds, and custody at Charles Schwab. Engagement often begins with a RetireNow Checkup that delivers a one-page assessment with next steps.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANNY GEORGE MICHAEL
Chief Compliance Officer, Client Service Associate, President
- CRD
- #4256559
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Autumn Griffith Vaughn
--
- CRD
- #7688030
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,600,613 | -- |
| Non-Discretionary | $76,280 | -- |
| Total | $74,676,893 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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