Savvy Labs Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $119M in regulatory assets under management, 14 employees, and 9 accounts.
Assets Under Management
$119M
Employees
14
Offices
--
Total Clients
9
Primary office
NEW YORK, NY
4 WORLD TRADE CENTER 29TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 44.4% of total clients.
Top client categories% of clientsClients
1
Other Advisers
44.4%
4
2
Corporations
44.4%
4
3
Investment Cos.
11.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of March 30, 2026
Discretionary100.0%
$119M
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$119M
Total Accounts9
10Y AUM Change+$119M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee1:1
10Y Employee Change+12 (+600.0%)
* 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.