Savvi Financial LLC
● SEC registered since 2013CRD 169196SEC# 801-78753Waltham, MA
Reg. AUM
$44.7M
Employees
22
Accounts
238
Location
Waltham, MA
Savvi Financial LLC assets under management
Savvi Financial LLC is an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2013. It reports $44.7 million in regulatory assets under management and employs 22 people.
Savvi Financial LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian B Becker Control | Member | 10-25% | 2013 |
| Alexander Michael Sauer-Budge Control | Member | 5-10% | 2013 |
| Dimitris Nmn Bertsimas Control | Member Of The Board | 25-50% | 2013 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Savvi Financial LLC manage?
Savvi Financial LLC reports $44.7 million in regulatory assets under management on its Form ADV.
How many employees does Savvi Financial LLC have?
Savvi Financial LLC reports 22 employees.
Where is Savvi Financial LLC located?
Savvi Financial LLC is based in Waltham, MA and has been SEC-registered since 2013.
Does Savvi Financial LLC disclose fund performance?
Savvi Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452-8422 |
| Phone | 781-583-7011 |
| Fax | 781-300-7818 |
| Office hours | 8:30-4:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$44.7M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$44.7Mregulatory AUM
Discretionary $44.7M