SAV MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
338297
Registered since
November 6, 2025

Firm profile

FINTRX

Overview

SAV Management Company, LLC is organized as a limited liability company and is SEC‑registered as of 2025. Ownership is recorded as individual-controlled and the firm’s public filings provide minimal detail about its client-facing business lines or advisory activities. Public data indicate the firm is not identified as a capital allocator, is not an active ESG investor, and does not operate across multiple states per its registration notes.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • YINGXIAO WANG

    Founding PartnerCRD 7422098

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
425 Page Mill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth