Janel Colepaugh

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 11/2024
  Truist Investment Services
  Louisville, KY
• 12/2020 → 01/2021
  Alas Language Tutoring
  Louisville, KY
• 06/2018 → 01/2019
  Instituto Alberto Einstein
  Ciudad De Panama
• 01/2014 → 06/2017
  The Rawlings Company
  Lagrange, KY
• 03/2020 → 01/2021
  Unemployed
  Louisville, KY
• 09/2019 → 06/2020
  Havana Rumba
  Louisville, KY
• 01/2019 → 09/2019
  Unemployed
  Louisville, KY
• 06/2017 → 06/2018
  Unemployed
  Louisville, KY
• 03/2016 → 07/2017
  Havana Rumba
  Louisville, KY
• 07/2025 → Present
  Savvy
  Louisville, KY
• 12/2024 → 06/2025
  N/A
  Louisville, KY

Previous Registrations

• 2022-07-27 → 2024-11-04
  Truist Advisory Services, Inc.
  Louisville, KY

Other Businesses

1. Alas Language Tutoring. Not investment-related. Louisville KY, United States. Language Tutoring. Owner/Tutor. 01/01/2020. 2 hours/month, not during securities trading hours. Teaching English and Spanish to students between the ages of 4-20 per request of their parents. 2. Miletti Global Services. Not investment-related. Louisville, KY, United States. The business is being opened in order to hold property in the country of Panama. For the moment, it is just a holding to have the land titled in with the possibility of the land being developed and used as rental property in the future. Secretary. 02/01/2024. 0 hours. 0 securities trading hours. Secretary. 3. Renew Panama. Not investment-related. Louisville, KY, United States. The business is being opened in order to hold property in the country of Panama. For the moment, it is just a holding to have the land titled in with the possibility of the land being developed and used as rental property in the future. Secretary. 03/01/2024. 0 hours. 0 securities trading hours. Secretary. 4. MWM Family Office. Investment-related. 3404 Stony Spring Circle, Louisville, KY, 40220. Consulting and planning services. Advanced Planning Lead. 10/08/2025. 10 hours/month. 10 hours per month during securities trading hours. I assist in creating the financial plan while coordinating with other partners and implementing tax and estate strategies.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15