Samatva Wealth Management

Samatva Wealth Management

Samatva Wealth Management set up operations in 2014 in Maryland and is registered as an investment adviser in ten states, including California, Texas, Florida, and New York. Its practice caters to individuals, families, corporations, pension plans, and trusts, but the firm discloses no ownership or principal team publicly — an unusual opacity for a registered RIA. Samatva runs a generalist investment approach that spans asset management across 401(k), IRA, and brokerage accounts; real estate investment due diligence; and startup investment strategy. The firm explicitly flags its ability to hold positions for timelines longer than traditional funds, citing sector experience within the team or family as the source of its edge. Core international-tax consulting integrates India, Singapore, and the Middle East, alongside EB-5 visa green-card investment due diligence. The firm remains silent on AUM, total deployment, or headcount. Registration is held across ten states, and its services include business consulting, mergers and acquisitions advisory, non-profit setup, and self-employed retirement plan design. No adjacent vehicles, philanthropic foundations, or co-investor clubs have been disclosed. Samatva's registry footprint as a state-level RIA without a disclosed leadership structure differentiates it from typical institutional family offices.