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 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
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.
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%)
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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%)
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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.
* 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.