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| Savvy Advisors Inc
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|---|---|
| CRD # | 318493 |
| SEC # | 801-123656 |
| CIK # | 0002003633 |
| AUM | 5,001.0 M (2026-03-31) |
| Employees | 170 (59% Investors, 2% Brokers) |
| Phone | 833-745-6789 |
| Address | 111 West 33rd Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 0.1 | |
| Apple Inc | 0.1 | |
| Global MOFY Metaverse Ltd | 0.0 | |
| Microsoft Corp | 0.0 | |
| Amazon Com Inc | 0.0 | |
| First Busey Corp /NV/ | 0.0 | |
| Alphabet Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Procter & Gamble Co | 0.0 | |
| New Providence Acquisition Corp | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,413 | 3.5 |
| (b) Individuals (high net worth individuals) | 1,139 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 0.1 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,645 | 5.0 |
| By Discretionary | ||
| Discretionary | 14,488 | 5.0 |
| Non-Discretionary | 157 | 0.0 |
| Total | 14,645 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 14,645 | 5.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002003633] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 265 (1 non-US) |
| Serves | Institutional, Retail, Research |
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