Satis Wealth Management is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated October 13, 2025, reports $586M in regulatory assets under management, 16 employees, 1 office, and 1,346 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
373
2
HNWI
31.3%
170
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$586Mas of October 13, 2025
Discretionary18.6%
$109M
19% of total RAUM18.6%
Non-discretionary81.4%
$477M
81% of total RAUM81.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$586M
Total Accounts1,346
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.