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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Savvy Advisors Inc
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| CRD # | 318493 |
| SEC # | 801-123656 |
| CIK # | 0002003633 |
| AUM | $1.3 B (2025-07-14) |
| Employees | 60 (87% Investors, 3% Brokers) |
| Phone | 833-745-6789 |
| Address | 111 West 33rd Street New York, NY 10001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 111.9 | ||
| Microsoft Corp | 43.2 | ||
| Apple Inc | 40.2 | ||
| Amazon Com Inc | 22.1 | ||
| ETFS Gold Trust | 15.3 | ||
| Procter & Gamble Co | 13.4 | ||
| Amgen Inc | 12.8 | ||
| Facebook Inc | 12.8 | ||
| Alphabet Inc | 12.1 | ||
| Global MOFY Metaverse Ltd | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 868 | 272.4 |
| (b) Individuals (high net worth individuals) | 305 | 980.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 3.2 |
| (h) Charitable organizations | 5 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 36.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,776 | 1,295.3 |
| By Discretionary | ||
| Discretionary | 3,752 | 1,287.2 |
| Non-Discretionary | 24 | 8.2 |
| Total | 3,776 | 1,295.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 1,290.4 | |
| Total | 3,776 | 1,295.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002003633] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Means Investment Co Inc
✚
|
ME | 1.3 |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1.3 |
|
Pbmares Wealth Management LLC
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|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
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|
IL | 1.3 |
|
Triune Financial Partners LLC
✚
|
KS | 1.3 |
|
Isthmus Partners LLC
✚
|
WI | 1.3 |
|
Consolidated Portfolio Review Corp
✚
|
NY | 1.3 |
|
BFSG LLC
✚
|
CA | 1.3 |
|
Total Investment Management Inc
✚
|
AZ | 1.3 |
|
Archford Capital Strategies LLC
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|
IL | 1.3 |