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SAVVLY ADVISOR

BOULDER, CO · CRD 321125 · IAPD ↗ · (888)-372-8859

$75,208Regulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
August 2024 — SAVVLY ADVISOR (BOULDER, CO) is newly SEC-registered (provisional 120-day approval) with $75,208 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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