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SATIS WEALTH MANAGEMENT

LONDON, United Kingdom · CRD 336301 · IAPD ↗ · 44 0 203 840 9970

$773.9MRegulatory AUM
9Advisory reps
17Employees
0Clients
More than 500Planning clients
0Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

34
July 2026 — SATIS WEALTH MANAGEMENT reported RAUM up 32% ($586.2M -> $773.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
December 2025 — SATIS WEALTH MANAGEMENT (LONDON, United Kingdom) is newly SEC-registered with $586.2M RAUM and 9 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.