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 3 of 4

• Michael Joseph MccarthyCRD 7100043 · Boston, MA
  IA Registered
• Leland Stanford McculloughCRD 6560521 · Sandy, UT
  IA RegisteredRegistration inactive
• Daniel McgurlCRD 7088182 · New York, NY
  IA RegisteredRegistration inactive
• Evan David MelchingCRD 6836990 · Fishers, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Erik Ryan MidasCRD 5529235 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Nathan M MirizziCRD 7970291 · Orem, UT
  IA Registered
• Brandon Caleb MullCRD 5146985 · Chicago, IL
  IA RegisteredRegistration inactive
• Daniel Ellory MyersCRD 3181525 · Edmond, OK
  IA RegisteredRegistration inactive
• Matthew David NelsonCRD 3025011 · Golden Valley, MN
  IA RegisteredRegistration inactive
• Andrea NolanCRD 3126171 · Reno, NV
  IA Registered
• Easton Scott NapiontekCRD 8199593 · Eagle, ID
  IA Registered
• Lisa A NeeCRD 7425024 · Mount Pleasant, SC
  IA Registered
• Erin NiehausCRD 7273769 · Sausalito, CA
  IA RegisteredRegistration inactive
• Sean Michael O'connorCRD 5597519 · New York, NY
  IA RegisteredRegistration inactive
• Christopher John OrneeCRD 5215318 · Cardiff, CA
  IA Registered
• Benjamin OffenhartzCRD 6116916 · Chicago, IL
  IA Registered
• Stephen Lyoung OngCRD 7808092 · New York, NY
  IA Registered
• Dustin Heath ParsonsCRD 6199274 · Cabot, AR
  IA RegisteredRegistration inactive
• Eric Scott PassinCRD 2074043 · Whippany, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Scott PellerCRD 4407861 · Alpharetta, GA
  IA Registered
• Jesus Alberto PinedoCRD 4125249 · Saint Petersburg, FL
  IA Registered
  Disclosure event(s) on record
• Elijah F PellCRD 6529932 · Waterbury, VT
  IA RegisteredRegistration inactive
• Aaron Michael PeloquinCRD 6856923 · Plymouth, MN
  IA RegisteredRegistration inactive
• Daniel Joseph PerrinoCRD 6286193 · Bellingham, WA
  IA RegisteredRegistration inactive
• Matthew Alan PowellCRD 5006204 · Rolling Meadows, IL
  IA RegisteredRegistration inactive
• Christopher Martin QuandtCRD 6645540 · Temcula, CA
  IA RegisteredRegistration inactive
• Jacob Brian RayCRD 6111509 · Denver, CO
  IA RegisteredRegistration inactive
• Frank Grant RemundCRD 5452950 · Garden City, ID
  IA Registered
• Luis Francisco RosaCRD 4452803 · New York, NY
  IA RegisteredRegistration inactive
• Dustin Scott RobertsCRD 6117923 · Turlock, CA
  IA RegisteredRegistration inactive
• Anshul Kumar SharmaCRD 4206461 · New York, NY
  IA RegisteredBroker
• Nathan Joel SharpCRD 5332556 · San Antonio, TX
  IA Registered
• David Mark SharpeCRD 4916019 · Fontana, WI
  IA RegisteredRegistration inactive
• Michael Huntley SmithCRD 2991964 · Louisville, KY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charles Christopher StennettCRD 5732631 · Tampa, FL
  IA RegisteredRegistration inactive
• Mark Thomas SumsionCRD 1812582 · Provo, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Samuel SalehCRD 7246417 · Laguna Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Rahul SarinCRD 7301567 · Eastchester, NY
  IA RegisteredBroker
• Clinton James SeefeldtCRD 6290143 · Carmel, IN
  IA RegisteredBroker
• Quintin Patrick SharpeCRD 6878982 · Fontana, WI
  IA RegisteredRegistration inactive
• Zachary J SmithCRD 6742701 · Shelby Township, MI
  IA Registered
• Michaela Sarah SullivanCRD 6539474 · Denver, CO
  IA RegisteredRegistration inactive
• Jared Toshiyuki TanimotoCRD 5831744 · Irvine, CA
  IA RegisteredRegistration inactive
• Dustin Michael ThomasCRD 6267131 · Noblesville, IN
  IA Registered
• Patrick TraverseCRD 6089405 · Mount Pleasant, SC
  IA RegisteredRegistration inactive
• Mark Stevenson TassieCRD 4608806 · Larchmont, NY
  IA RegisteredRegistration inactive
• Siria Daniela TerryCRD 7843636 · Provo, UT
  IA Registered
• James Michael UlrickCRD 5187240 · Lakewood, CO
  IA RegisteredRegistration inactive
• Janelle Rae Van MeelCRD 3168910 · Littleton, CO
  IA RegisteredRegistration inactive
• Luis Rafael VillavicencioCRD 5879066 · Clearwater, FL
  IA RegisteredRegistration inactive

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.