Savvy

Firm record

As recorded in SEC IAPD

Firm CRD

318493

SEC number

801-123656

Firm type

RIA

Assets under management

$5.0B as of Mar 31, 2026

Website

www.savvywealth.com ↗

Phone

833-745-6789

Address

111 West 33rd Street, New York, NY, 10001

Advisors at this firm

158 in our index · page 2 of 4

• Christian Nicholas GiannangeliCRD 6980625 · New York, NY
  IA RegisteredBroker
• Louis GreenCRD 2790531 · Brooklyn, NY
  IA RegisteredRegistration inactive
• Jennifer Louise GugliemottoCRD 7057465 · Columbus, OH
  IA RegisteredRegistration inactive
• Keith Robert HambergCRD 6067305 · Cincinnati, OH
  IA Registered
• Steven William HarpCRD 5759957 · Denver, CO
  IA RegisteredRegistration inactive
• Clint A HeislerCRD 5680932 · Greenwood, IN
  IA RegisteredRegistration inactive
• Carter Reed HenchCRD 7270590 · Independence, KY
  IA RegisteredRegistration inactive
• Grace HennenCRD 7925821 · Maple Grove, MN
  IA RegisteredRegistration inactive
• Steven Allen HoldsworthCRD 2261671 · Bremerton, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Arynton Senna HardyCRD 6284126 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Keegan Morrison HardyCRD 8118212 · Austin, TX
  IA Registered
• Eugene Edwin HooverCRD 7561194 · Reno, NV
  IA Registered
• Scott Arlyn JensenCRD 6082002 · Forest Lake, MN
  IA Registered
• Joshua Michael JoffeCRD 5495040 · Livingston, NJ
  IA Registered
• Adam JohnsonCRD 5028457 · College Grove, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Alan JohnsonCRD 2600801 · Lehi, UT
  IA Registered
• Brian Russell JelligCRD 6786051 · Del Mar, CA
  IA RegisteredRegistration inactive
• Jordan JensenCRD 6989538 · Flower Mound, TX
  IA RegisteredRegistration inactive
• Peter Benjamin JonesCRD 6898441 · New York, NY
  IA Registered
• Susan JonesCRD 7434426 · Highland Beach, FL
  IA Registered
• Todd Alan JuengerCRD 2528095 · Vancouver, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Adel KhouryCRD 4446184 · Holliston, MA
  IA RegisteredRegistration inactive
• Eric Egan KirsteCRD 3245871 · Prospect Heights, IL
  IA Registered
• Gregory H KirwanCRD 5164057 · North Kingstown, RI
  IA RegisteredRegistration inactive
• Nathan William KunkelCRD 7182040 · Cincinnati, OH
  IA Registered
• Michael Anthony LambrechtCRD 1846927 · Pleasanton, CA
  IA Registered
  Disclosure event(s) on record
• Bruce Allen LarsenCRD 3172376 · Peyton, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacob John LarueCRD 6696776 · Lawrenceburg, KY
  IA RegisteredRegistration inactive
• Conrad Brian LevesqueCRD 6802894 · Powder Springs, GA
  IA RegisteredRegistration inactive
• Lee Eric LevyCRD 2612050 · Alamo, CA
  IA RegisteredRegistration inactive
• Lindsey Carolyn LewisCRD 6347001 · Saratoga Springs, UT
  IA RegisteredRegistration inactive
• Tyson R LokkeCRD 6159828 · Reno, NV
  IA RegisteredRegistration inactive
• Randy Mark LongCRD 1161624 · Wilmington, NC
  IA Registered
• Jordan LauberCRD 6572667 · Carmel, IN
  IA RegisteredRegistration inactive
• Lindsey Kane LeavertonCRD 6385930 · Cedar Park, TX
  IA RegisteredRegistration inactive
• Lauren Gadkowski LindsayCRD 3139075 · Houston, TX
  IA Registered
• Kyra Gayle Reyes LuuCRD 7221372 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Frank William MalpigliCRD 1002355 · New York, NY
  IA RegisteredRegistration inactive
• Sandra Jean MappCRD 6025514 · San Diego, CA
  IA Registered
• Stephen William MarcouCRD 5087224 · Westfield, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew MartinoCRD 5625402 · Westlake Village, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jon Nicholas MclaughlinCRD 4474141 · Hawthorne, CA
  IA Registered
• Ryan James MedaCRD 6546287 · Lenexa, KS
  IA RegisteredRegistration inactive
• Steven Scott MeierCRD 4148503 · Carmel, IN
  IA RegisteredRegistration inactive
• Jonathon MerickelCRD 4570992 · Glenview, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Luis Alberto MilettiCRD 5829683 · Louisville, KY
  IA RegisteredRegistration inactive
• Brian Wesley MillsCRD 6386194 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Brian Joseph MocogniCRD 5257866 · Cranston, RI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brad Ian MorganCRD 6401089 · Cincinnati, OH
  IA Registered
• Michael MostCRD 2565512 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.