Siria Daniela Terry

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

• 10/2016 → 02/2018
  In N Out Burger
  Orem, UT
• 02/2018 → 08/2019
  The Church Of Jesus Christ Of Latter-Day Saints
  St George, UT
• 09/2019 → 10/2021
  Ecobrite Services, Llc
  Vineyard, UT
• 05/2021 → 08/2021
  Aptive Environmental
  Provo, UT
• 08/2019 → 08/2022
  Utah Valley University
  Orem, UT
• 09/2022 → 02/2023
  Pandowealth
  Peachtree City, GA
• 03/2023 → 01/2024
  Blue Barn Wealth, Llc
  Orem, UT
• 05/2016 → 09/2016
  Unemployed
  New York City, NY
• 06/2022 → 08/2023
  Pandowealth
  Peachtree City, GA
• 02/2024 → Present
  Blue Barn Wealth, Llc
  Orem, UT
• 03/2026 → Present
  Savvy
  Orem, UT

Other Businesses

Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Client Service Associate, 03/02/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role). Residential Property Rental, non Investment Related, Provo, UT, June 1, 2023, residential property rental, 1 hour a month, 0 hour during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-09

Other Names

• Siria Trochez Ortiz
• Siria Daniela Trochez Ortiz