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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2022
- Office Locations
- 119
Office Locations
About Savvy
Savvy is a tech-enabled wealth management firm pairing experienced financial advisors with a dashboard that consolidates investments and net worth. Advisors deliver personalized financial planning and proactive, fiduciary investment management tailored to client goals and risk tolerance. The platform supports clients nationwide through a distributed advisor team and custodial relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMIR HANNAN OVADIA HAR-EL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
RITIK MALHOTRA
Chief Executive Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Gregory Wayne Allen
--
- CRD
- #6401912
ERIK JOSEPH ALLISON
--
- CRD
- #5639413
Showing 2 of 169 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,968,537,190 | $342,942 |
| Non-Discretionary | $32,507,284 | $207,053 |
| Total | $5,001,044,474 | $341,485 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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