SAVVY ADVISORS, INC.
Legal name: SAVVY
CRD #318493 SEC #801-123656 NEW YORK, NY 833-745-6789
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
60
Clients
--
Accounts
3,776
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 39
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, AMIR, HANNAN OVADIA | I | CHIEF OPERATING OFFICER | NA | |
| HAR-EL, Amir | I | CHIEF OPERATING OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HORNE, TARA, NICHOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MALHOTRA, RITIK, (NMN) | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHULMAN, MONIQUE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHULMAN, MONIQUE, (NMN) | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
| SAVVY WEALTH, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
| MALHOTRA, RITIK, (NMN) | I | SAVVY WEALTH, INC. | C | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (39)
AK AR AZ CA CO CT DE FL GA IA ID IL IN KS KY LA MA MD MI MN MO NC NE NH NJ NV NY OH OR PA RI SC TN TX UT VA VT WA WI
Address
111 WEST 33RD STREETUNIT 1410
NEW YORK, NY 10001
United States
Phone: 833-745-6789