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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Gateway Church | Monument | CO | 11/2015 | 02/2017 |
| Financial Freedom International Llc | Monument | CO | 02/2015 | 02/2023 |
| Learngenerosity.cOm | Monument | CO | 04/2017 | 02/2023 |
| Bigfoot Drywall And Paint | Monument | CO | 09/2019 | 12/2023 |
| Youth For Christ Usa | Monument | CO | 02/2023 | 09/2024 |
| Dream Centers | Monument | CO | 12/2024 | Present |
| Savvy | Monument | CO | 05/2026 | Present |
Dream Centers, noninvestment related, Colorado Springs, CO, Executive Staff, December 2024, 40 hours/week - during trading, helping people trapped in cycles of poverty find hope, embrace health, and build sustainable lives for themselves and their children. True Harvest Private Wealth; investment related; Monument, CO; serves as DBA entity for work at Savvy Advisors, associate, 05/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-13 |
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