# Samatva Wealth Management

Samatva Wealth Management is a Bank / Wealth / Trust based in Clarksburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clarksburg, United States
- **Region:** North America
- **Address:** 13027 Saint Clair Road, Clarksburg, MD 20871, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** samatva.us
- **LinkedIn:** https://www.linkedin.com/company/samatva-wealth-management

## Regulatory record

- **CRD number:** 173809
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-09T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173809

## About

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.

## Sectors

- Real Estate
- Financial Services
- Consumer

## Questions

### Who runs investment decisions at Samatva Wealth Management?

Samatva does not disclose any principals, portfolio managers, or investment committee members on its website or in its Form ADV Part 1 filings. The firm operates as a Maryland-registered adviser without naming the individuals responsible for investment management or business decisions.

### Does Samatva participate in fund commitments or only direct deals?

The firm's disclosed strategies include direct asset management in brokerage and retirement accounts, real estate investment due diligence, and startup investment strategy. There is no mention of fund-of-funds commitments, LP positions in third-party vehicles, or private equity fund structures.

### How does Samatva handle the cross-border repatriation and tax issues it advertises?

The firm provides consulting on NRI fund repatriation from India after asset sales, international taxation for India, the US, Singapore, and the Middle East, and EB-5 visa green-card investment due diligence. It does not detail whether this is delivered through in-house CPAs, affiliated law firms, or third-party tax preparers.

## Related profiles

- [Samata Capital](https://altss.com/profile/samata-capital)
- [Samaya Holding](https://altss.com/profile/samaya-holding)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/samatva-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology