# Savvy

Savvy is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** savvywealth.com
- **LinkedIn:** https://www.linkedin.com/company/5075776

## Regulatory record

- **CRD number:** 318493
- **SEC file number:** 801-123656
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318493

## About

Savvy is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages $5.0 billion in regulatory assets, $5.0 billion on a discretionary basis. It has 170 employees and 101 investment advisers.

## Questions

### How does Savvy charge for its services?

Savvy uses a flat subscription fee rather than the percentage-of-AUM model common among RIAs and private banks. This means clients pay the same dollar amount regardless of how much money Savvy directly manages, which the firm argues reduces the incentive to hoard assets and better aligns advice with a client's total net worth.

### Is Savvy a robo-advisor or a traditional RIA?

Savvy operates as a hybrid. Clients are assigned a dedicated fiduciary advisor, not just an algorithm, but the platform automates portfolio construction, rebalancing, tax-loss harvesting, and financial planning integration. The firm positions itself as more human-led than a robo-advisor and more tech-enabled than a conventional independent RIA.

### Does Savvy manage assets on a discretionary basis?

Yes. Savvy builds and manages ETF-based portfolios on a discretionary basis, meaning the firm can trade and rebalance without seeking client permission for each transaction. This is combined with holistic financial planning that encompasses assets held outside the Savvy platform.

### Who runs investment decisions at Savvy?

Savvy's public profile is limited. The firm has not disclosed the full composition of its investment committee or named a CIO through its marketing materials or press coverage. Rohit D'Souza is the founder and central public figure associated with the firm's strategy and vision.

## Related profiles

- [Savoud And Bonny Wealth Management](https://altss.com/profile/savoud-and-bonny-wealth-management)
- [Savyon Advisory](https://altss.com/profile/savyon-advisory)

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Last updated: 2026-06-03T20:00:00.000Z

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