Firm profile

Satis Wealth Management

LONDON, United KingdomCRD 336301Registration Status: ApprovedEffective since August 12, 2025SEC # 801-134126Latest ADV June 30, 2026

Satis Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in London, United Kingdom. Its latest Form ADV filing, dated June 30, 2026, reports $774M in regulatory assets under management, 17 employees, 2 offices, and 1,572 accounts.

Assets Under Management
$774M
Employees
17
Offices
2 offices
Total Clients
674

Associated firm names

2 names listed
  • SATIS ASSET MANAGEMENT LTD
  • SATIS WEALTH MANAGEMENT

Leadership

3 roles identified
CEONicholas A. West
CCONicholas A. West
CIOBen Sherwood

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

LONDON, United Kingdom

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

United Kingdom

LONDONPrimary office · WATFORD

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$774Mas of June 30, 2026
Discretionary29.0%
$224M
29% of total RAUM29.0%
Non-discretionary71.0%
$550M
71% of total RAUM71.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
494
2
HNWI
24.6%
166
3
Corporations
2.1%
14

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$774M
Total Accounts1,572
10Y AUM Change+$188M (+32.0%)

Private Funds

Private funds reported by Satis Wealth Management

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee40:1
10Y Employee Change+1 (+6.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
Colin HoweDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Alex BottomDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Ben SherwoodDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Ross BadgerDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Ian AbreyDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Martin CulshawDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Meeten NathwaniDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Jonathan FranksDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Joel HardingDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Simon SpellerDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Grant FranklinDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Robert TwydleDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Neal CarterDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Richard MaloneDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Michael JacobyDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Liam HenryDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
5% to < 10%
Nicholas Adrian WestDirect owner · Schedule AInterest in SATIS WEALTH MANAGEMENT
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Satis Wealth Management.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-06-30 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1Colin HoweOWNER/NON EXECUTIVE BOARD MEMBERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER/NON EXECUTIVE BOARD MEMBER04/2012Schedule APDF page 21
2Nicholas Adrian WestCEO/CCO/EXECUTIVE BOARD MEMBERIndividualSATIS WEALTH MANAGEMENTLess than 5%Code NAYesCEO/CCO/EXECUTIVE BOARD MEMBER01/2022Schedule APDF page 21
3Alex BottomOWNER/ EXECUTIVE BOARD MEMBERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code AYesOWNER/ EXECUTIVE BOARD MEMBER04/2012Schedule APDF page 21
4Ben SherwoodOWNER/ CIO / EXECUTIVE BOARD MEMBERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code AYesOWNER/ CIO / EXECUTIVE BOARD MEMBER04/2012Schedule APDF page 21
5Ross BadgerOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code AYesOWNER04/2012Schedule APDF page 21
6Ian AbreyOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
7Martin CulshawOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
8Meeten NathwaniOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
9Jonathan FranksOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
10Joel HardingOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
11Simon SpellerOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
12Grant FranklinOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
13Robert TwydleOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
14Neal CarterOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
15Richard MaloneOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER04/2012Schedule APDF page 21
16Michael JacobyOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER08/2023Schedule APDF page 21
17Liam HenryOWNERIndividualSATIS WEALTH MANAGEMENT5% to less than 10%Code ANoOWNER08/2023Schedule APDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/30/2026 10:53:56 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.