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SATOVSKY ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 143519 · IAPD ↗ · 212-584-1900

$974.8MRegulatory AUM
7Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — SATOVSKY ASSET MANAGEMENT LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.