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CRD#: 338136
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for SAVVY WEALTH MANAGEMENT LLC Comes From
Understanding the Statistics for SAVVY WEALTH MANAGEMENT LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
111 West 33rd Street Unit 1410, New York, NY 10001
Firm Size
Small
Phone Number
(833) 745-6789
Established
Delaware since 07/24/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at SAVVY WEALTH MANAGEMENT LLC
AS
Anshul Kumar Sharma
IAR
RR
CRD#: 4206461
Location:
New York, NY 10001
Company:
SAVVY
Disclosures:
Experience:
25 years
AS
Anthony Shaw
RR
CRD#: 7338445
Location:
Boston, MA 02109
Company:
TRITOWER REAL ESTATE CAPITAL, LLC
Disclosures:
Experience:
5 years
TH
Tara Nichole Horne
RR
CRD#: 6090958
Location:
New York, NY 10001
Company:
SAVVY WEALTH MANAGEMENT LLC
Disclosures:
Experience:
4 years
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