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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2022
- Office Locations
- 124
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.
Reported data analysis
What the numbers show
Between December 2, 2025 and March 31, 2026, reported AUM increased 286.1%, from $1.3B to $5.0B.
Across 5 reported observations, AUM increased 19464.2% between December 20, 2022 and March 31, 2026, from $25.6M to $5.0B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 101 advisory representatives and 4,878 clients, or 48.3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 124 reported office locations and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Savvy record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 174 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
SMA allocation detail is available
Savvy has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Savvy's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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