← Directory
SATIS WEALTH MANAGEMENT
Legal name: SATIS ASSET MANAGEMENT LTD
CRD 336301File 801-134126
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.