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SAVVLY ADVISOR
Legal name: SAVVLY ADVISOR, LLC
CRD 321125File 801-130624
APPROVED-120
Custody
Filing as of Jun 6, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$75K
Bottom 25% of cohort (national)
Discretionary AUM
$75K
Clients
2
2 accounts
Employees
2
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 3, 2024
- Principal office
- 1035 PEARL STREET, SUITE 322, BOULDER, CO, 80302
- Phone
- (888)-372-8859
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $75K
- Discretionary AUM
- $75K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $38K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $75K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED-120 |
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.