RIA · CRD 115592SEC-Registered

Updated:

Satori Financial LLC

SATORI FINANCIAL LLC is an SEC-registered investment adviser in SEATTLE, WA. The firm manages approximately $50 million in regulatory assets.

Satori Financial LLC

SATORI FINANCIAL LLC is an SEC-registered investment adviser in SEATTLE, WA. The firm manages approximately $50 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who runs investment decisions at Satori Financial?

No named principal or investment team has been publicly identified for Satori Financial. The firm's ownership and leadership structure are not disclosed in any available source.

What is the wealth origin behind Satori Financial?

No wealth origin has been publicly attributed to Satori Financial. The firm's beneficiaries and sources of capital are not part of any public record.

What investment strategy does Satori Financial pursue?

No investment strategy, asset-class focus, or geographic preference has been disclosed. The firm has no public portfolio companies, deal history, or fund commitments.

Does Satori Financial operate as a single-family office?

Its registration as a limited liability company and lack of public disclosures suggest it may function as a single-family office or holding company, but this cannot be confirmed without direct firm communication.

What is Satori Financial's known AUM?

AUM is undisclosed. No public figure, regulatory filing, or third-party estimate exists for the firm's assets under management.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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