SAVVY

Legal name: SAVVY ADVISORS, INC.

CRD 318493File 801-123656

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.00B

Top 25% of cohort (national)

Discretionary AUM

$4.97B

Non-discretionary $32.5M

Clients

4,613

14,645 accounts

Employees

170

Top 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Apr 11, 2022
Principal office: 111 WEST 33RD STREET, UNIT 1410, NEW YORK, NY, 10001
Phone: 833-745-6789
Website: https://www.savvywealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.00B
Discretionary AUM: $4.97B
Non-discretionary AUM: $32.5M
Discretionary accounts: 14,488
Non-discretionary accounts: 157
Total accounts: 14,645
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$62.7M
Charitable organizations	11	$43.5M
High net worth individuals	1,139	$1.35B
Pension and profit sharing plans	24	$60.0M
Individuals (other than high net worth individuals)	3,413	$3.48B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.