Satis Wealth Management

Overview

Satis Wealth Management is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a corporation and is classified as a trust company, allowing it to offer a range of fiduciary services. Satis Wealth Management does not engage in capital allocation or act as a pension consultant, and it does not have affiliations with other advisory firms. The firm’s client base primarily consists of individuals and families, and it employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices