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SATIS WEALTH MANAGEMENT
Legal name: SATIS ASSET MANAGEMENT LTD
CRD 336301File 801-134126
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$773.9M
Above cohort median (national)
Discretionary AUM
$224.1M
Non-discretionary $549.8M
Clients
674
1,572 accounts
Employees
17
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 12, 2025
- Principal office
- 45 PALL MALL, LONDON, SW1Y 5JG
- Phone
- 44 0 203 840 9970
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $773.9M
- Discretionary AUM
- $224.1M
- Non-discretionary AUM
- $549.8M
- Discretionary accounts
- 348
- Non-discretionary accounts
- 1,224
- Total accounts
- 1,572
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $29.0M |
| High net worth individuals | 166 | $599.3M |
| Individuals (other than high net worth individuals) | 494 | $145.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 16 | 17 | increased by1 |
| Jul 1, 2026 | Clients | 543 | 674 | increased by131 |
| Jul 1, 2026 | AUM | $586,184,095 | $773,912,131 | increased by$187,728,036 |
| Jul 1, 2026 | Accounts | 1,346 | 1,572 | increased by226 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SATIS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SATIS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.