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SAVVY WEALTH MANAGEMENT LLC
Savvy is a state-registered investment adviser and wealth management firm providing asset management to high net worth individuals. It is a technology-driven...
SAVVY WEALTH MANAGEMENT LLC
Savvy is a state-registered investment adviser and wealth management firm providing asset management to high net worth individuals. It is a technology-driven wealth management firm that combines technology with real-world financial expertise and helps clients find the right advisor. Advisors craft personalized financial plans and investment strategies tailored to clients' goals and risk tolerance.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
City
New York
Principals
Ritik Malhotra
Founder & CEO
Amir Har-El
Chief Operating Officer
Lisandra Wilmott
Head of Legal and Compliance
David Weiner
Chief Growth Officer
Eric Hurkman
Chief Technology Officer
Anshul Sharma
Chief Investment Officer
Alice Yu
Head of Finance and Business Operations
Steven Cherucheril
Head of Marketing
Rasika Rajagopalan
VP, People and Talent
Brandon Barber
Retirement Plan Specialist
Aaron Wiegman
Financial Advisor
Greg Allen
Financial Advisor
Cindy Alvarez
Financial Advisor
Berkely Arrants
Financial Advisor
Craig Austad
Financial Advisor
Sector focus
Frequently asked questions
What is SAVVY WEALTH MANAGEMENT LLC?
SAVVY WEALTH MANAGEMENT LLC is a multi family office headquartered in New York.
When was SAVVY WEALTH MANAGEMENT LLC founded?
SAVVY WEALTH MANAGEMENT LLC was founded in 2021.
Where is SAVVY WEALTH MANAGEMENT LLC headquartered?
SAVVY WEALTH MANAGEMENT LLC is headquartered in New York, in the North America region.
What does Altss track for SAVVY WEALTH MANAGEMENT LLC?
Altss maintains an OSINT-verified profile of SAVVY WEALTH MANAGEMENT LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is SAVVY WEALTH MANAGEMENT LLC's website?
SAVVY WEALTH MANAGEMENT LLC's public website is savvywealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is SAVVY WEALTH MANAGEMENT LLC?
SAVVY WEALTH MANAGEMENT LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on SAVVY WEALTH MANAGEMENT LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was SAVVY WEALTH MANAGEMENT LLC's Altss profile last updated?
SAVVY WEALTH MANAGEMENT LLC's profile on Altss was last refreshed on August 14, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss 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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