PPrivate Fund Data Log in Join · $37/mo

Savvy Wealth, Inc.

ShareholderSavvy Advisors, Inc.

About Savvy Wealth, Inc.

Savvy Wealth, Inc. is listed as Shareholder at Savvy Advisors, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Savvy Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Savvy Wealth, Inc. work?

Savvy Wealth, Inc. is listed as Shareholder at Savvy Advisors, Inc. on SEC Form ADV.

How much of Savvy Advisors, Inc. does Savvy Wealth, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Savvy Advisors, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2022