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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2015
- Office Locations
- 1
Office Locations
About Savevest, LLC
Savevest is a boutique, high-touch wealth management firm serving a select group of discerning investors through invitation or case-by-case acceptance. The firm provides financial planning and ongoing portfolio management, with an emphasis on asset allocation and portfolio construction. Client experience is supported by an eMoney portal and secure document sharing, and accounts are custodied at Charles Schwab and Altruist.
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Owner & Executives
ANIL KUMAR POTHARAJU
Chief Compliance Officer, Founder
- CRD
- #6461336
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,296,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,296,547 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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