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Savvy CRD 318493
$5.00B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
Eastchester, NY • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avendus Capital Inc. | New York | NY | 09/2020 | 04/2023 |
| Avendus Wealth Management Private Limited | Mumbai | 10/2010 | 08/2020 | |
| Sp Asset Management Llc | Cupertino | CA | 04/2023 | 08/2024 |
| Risa Capital, Llc | Eastchester | NY | 08/2024 | Present |
| Risa Advisory, Llc | Eastchester | NY | 01/2026 | Present |
| Risa Wealth Llc | Eastchester | NY | 05/2026 | 06/2026 |
| Stonehaven, Llc | New York | NY | 09/2024 | Present |
| Savvy | Eastchester | NY | 06/2026 | Present |
Risa Capital, LLC - Investment Related - Founder - sourcing and selling suitable private investment offerings to qualified investors- approximately 80 hours/month mostly during market trading hours. Risa Advisory, LLC - Not Investment Related - Founder - offer consulting & advisory services to select organizations, including to Not for Profit organizations. The scope of services will include business development, strategy, helping expand the donor base & cultivating donor relationships if advising an NGO - Approximately 30 hours/month Risa Wealth, LLC; investment related; Eastchester, NY; Founder serves as DBA entity for work at Savvy Advisors, advisor, 6/8/2026, 80 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role) - focused on HNWIs, focused on business development and tailoring sound advisory services for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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