Gregory Wayne Allen

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:

Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-06-02

IN RA
APPROVED

Since 2026-06-02

Branch Locations

1146 N Emerson Ave Ste 103, Greenwood, IN 46143 • United States

Greenwood, IN • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Savvy	Greenwood	IN	06/2026	Present
Morgan Stanley	Indianapolis	IN	06/2015	03/2019
Morgan Stanley Private Bank, National Association	New Yorkk	NY	10/2015	03/2019
Edward Jones	St. Louis	MO	03/2019	11/2022
Lpl Financial Llc	Indianapolis	IN	11/2022	05/2026

06/2026 → Present

Savvy

Greenwood, IN
06/2015 → 03/2019

Morgan Stanley

Indianapolis, IN
10/2015 → 03/2019

Morgan Stanley Private Bank, National Association

New Yorkk, NY
03/2019 → 11/2022

Edward Jones

St. Louis, MO
11/2022 → 05/2026

Lpl Financial Llc

Indianapolis, IN

Previous Registrations

2022-11-30 → 2026-06-17

Lpl Financial Llc

Greenwood, IN

San Diego, CA

Indianapolis, IN
2019-03-15 → 2022-12-01

Edward Jones

Bloomington, IN
2015-08-12 → 2019-03-19

Morgan Stanley

Indianapolis, IN

Other Businesses

1) GWA Financial Services LLC DBA WealthHaus - WealthHaus is DBA for Savvy (entity for Savvy) GWA Financial Services LLC is entity - Investment Related - Owner - At Reported Business location(s) - Start Date 11/15/2024 - 160 Hours Per Month/ During Trading 2) GABI, LLC - home building company - not investment related - 25% owner - Indianapolis, IN - start date 01/06/2022, 10 hours per month. 3) GWA Partnerships - holding LLC for real estate partnership interests - not investment related - Owner - Indianapolis, IN - start date 02/01/2018. 4) GWA Hold Co - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Owner - At Reported Business Location(s) - Start Date 01/02/2023 - 0 Hours Per Month/ During Trading 5) Allen Commercial Group & deal LLCs - Other - Real Estate Development - Not Investment Related - Codeveloper/Member - At Reported Business Location(s) - Start Date 01/02/2023 - 10 Hours Per Month/ 6 Hour During Trading 6) ACALAPGA, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 25% Passive Member - At Reported Business Location(s) - Start Date 12/09/2024 - 0 hours per month/ during trading 7) J. Greg Allen and Associates - family development company - not investment related - consultant - start date: 01/20/1995 0-10 hours per month, 0 during trading.