# SAVVY WEALTH MANAGEMENT LLC

SAVVY WEALTH MANAGEMENT LLC is a Multi Family Office based in New York.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** savvywealth.com

## Regulatory record

- **CRD number:** 313380
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313380

## About

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.

## Sectors

- Wealth Management

## People

- 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

## Related profiles

- [Palmer Wealth Planning](https://altss.com/profile/palmer-wealth-planning)
- [Black Cat Wealth](https://altss.com/profile/black-cat-wealth)

---

Last updated: 2026-08-14T12:30:00.000Z

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

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