Savvy

CRD 318493 · New York, NY · $5.0B AUM

RIA

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 4 of 4

Edward R WildermuthCRD 5382160 · Carmel, IN

IA RegisteredRegistration inactive
Eugene Anderson WoznyCRD 2403336 · Reston, VA

IA RegisteredRegistration inactive
Karsten WalkerCRD 8022370 · Orem, UT

IA Registered
Aaron WiegmanCRD 3277597 · Del Mar, CA

IA RegisteredRegistration inactive
Derek Lee WilliamsCRD 5442953 · Eagle, ID

IA RegisteredRegistration inactive
Amber Marcia WynnCRD 8128844 · Hawthorne, CA

IA Registered
Linda Lim YangCRD 5303907 · Palm Beach Gardens, FL

IA RegisteredRegistration inactive
Anaiss ZamoraCRD 6874582 · Charlotte, NC

IA Registered

Source & corrections

Where this page comes from

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.