Savvy Wealth Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 338136
- Registered since
- February 19, 2026
Firm profile
FINTRXOverview
Savvy Wealth Management LLC is organized as a limited liability company and registered with the SEC in 2026. Ownership is listed as a combination of a domestic entity and an individual. Publicly reported classification and descriptions of advisory or business activities are minimal; the firm has not supplied information about its client base, fee structure, or the specific advisory services it provides. The snapshot data indicates Savvy Wealth Management does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It is not categorized as a newly formed adviser, a pension consultant, or a related adviser under the summary data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Anshul Sharma
Chief Investment OfficerCRD 4206461
Contacts
2 of 2
Anthony Shaw
FinOpCRD 7338445

Tara Horne
DirectorCRD 6090958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 111 W 33rd St
- Time zone
- ET (UTC-5)
- Office locations
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