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| Keyboard |
| Savvy Labs Inc
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|---|---|
| CRD # | 322453 |
| SEC # | 801-126540 |
| CIK # | |
| AUM | 118.9 M (2026-03-30) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-401-5517 |
| Address | 4 World Trade Center 29th Floor New York, NY 10007 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 118.3 |
| (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 | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 118.9 |
| By Discretionary | ||
| Discretionary | 9 | 118.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 118.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.9 | |
| Total | 9 | 118.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avantia Investment Services LLC
✚
|
WA | 119.1 M |
|
Wealth Coach LLC
✚
|
NY | 119.1 M |
|
Carolina Strategy LLC
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|
119.1 M | |
|
Sullivan Financial LLC
✚
|
CT | 119.1 M |
|
Washington Financial Group Inc
✚
|
MA | 119.0 M |
|
Kailix Advisors LLC
✚
|
FL | 119.0 M |
|
TCN Private Wealth Management LLC
✚
|
119.0 M | |
|
Intellicapital Advisors LLC
✚
|
FL | 118.9 M |
|
LD Lowe Wealth Advisory Inc
✚
|
TX | 118.8 M |
|
Independence Capital Co Inc
✚
|
OH | 118.7 M |