Savvi Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Waltham, MA. Its latest Form ADV filing, dated February 16, 2026, reports $45M in regulatory assets under management, 22 employees, and 238 accounts.
Assets Under Management
$45M
Employees
22
Offices
--
Total Clients
136
Primary office
WALTHAM, MA
465 WAVERLEY OAKS RD, STE 315, WALTHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
123
2
HNWI
8.8%
12
3
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$45Mas of February 16, 2026
Discretionary100.0%
$45M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$45M
Total Accounts238
10Y AUM Change+$45M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee6:1
10Y Employee Change+16 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.