Savvy Wealth Management LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
338136
Registered since
February 19, 2026

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Anshul Sharma

    Anshul Sharma

    Chief Investment OfficerCRD 4206461

Contacts

2 of 2
  • Anthony Shaw

    Anthony Shaw

    FinOpCRD 7338445

  • Tara Horne

    Tara Horne

    DirectorCRD 6090958

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth