| Name | Title | Ownership | Since |
|---|---|---|---|
| Amir Hannan Ovadia Har-El | Chief Operating Officer | Under 5% | 2024 |
| Lisandra Evelyn Wilmott | Chief Compliance Officer | Under 5% | 2025 |
| Ritik (nmn) Malhotra Control | Chief Executive Officer | Under 5% | 2022 |
Savvy Advisors, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
Savvy Advisors, Inc. reports 60 employees.
Savvy Advisors, Inc. is based in New York, NY and has been SEC-registered since 2022.
Savvy Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 West 33rd Street, Unit 1410, New York, NY 10001 |
| Phone | 833-745-6789 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.29B |
| Non-discretionary | $8.2M |
| Total (RAUM) | $1.3B |