SourcingSourcing

SAVVI FINANCIAL LLC

C29
CRD 169196·SEC 801-78753·WALTHAM, MA
AUM
$44.7M
$25M-$100M
Est. Revenue
$447K
@ 1% on AUM
Est. EBITDA
$134K
@ 30% margin
Est. Deal Value
$1.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAVVI FINANCIAL LLC
CRD
169196
SEC file #
801-78753
EIN
—
DBA names
—

Economics

AUM
$44.7M
AUM band
$25M-$100M
AUM trajectory
'21'26
$13.5M → $44.7M▲ +230%
Client mix
Individuals Other123
Individuals High Net Worth12
Charitable Organizations1

Operations

Employees (total)
22
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
WALTHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/16/2026
ADV-W filed at
—
Website
slideshare.net/eruskaup

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERTSIMAS, DIMITRIS, NMN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BERTSIMAS, DIMITRIS, NMN
BECKER, ADRIAN, B
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SLIDESHARE.NET
Rdap Domain Creation Date
2006-04-04T23:26:02Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3388
Soi Zip Pct 200k Plus
0.1382
Soi Zip Returns 200k Plus
930
Soi Zip Total AGI
730,427
Fdic Zip Total Deposits
12,930,741,000
Fdic Zip Branch Count
108
Fdic Zip Top Banks
Bank of America, National Association
Citizens Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Citizens Bank of MassachusettsNorth Waltham, MA
Citizens Bank of MassachusettsNorth Waltham, MA
Fdic Zip HHI
2116.88
Fdic Zip Top Bank Share Pct
37.88
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-04T23:26:02Z
Rdap Domain Last Changed
2026-05-15T19:14:33Z
Rdap Nameservers
Ns-1225.awsdns-25.orgNs-1650.awsdns-14.co.ukNs-178.awsdns-22.comNs-802.awsdns-36.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,651
Returns1,570
Stub 2
AGI41,186
Returns1,110
Stub 3
AGI62,980
Returns1,020
Soi Zip Total Business Income
25,879
Soi Zip Total Cap Gains
43,668
Soi Zip Total Dividends
20,278
Soi Zip Total Returns
6,730
Top Owner CRD
4592346
Trust Company Affiliate
No

People (7)

7
DIMITRIS NMN BERTSIMAS
Direct Owner · 37.5%
4592346
MOURTZINOU, GEORGIA, NMN
IAR · Direct Owner · 17.5%
4646984
BECKER, ADRIAN, B
IAR · Direct Owner · 17.5%
5544336
SAUER-BUDGE, ALEXANDER, MICHAEL
IAR · Direct Owner · 7.5%
4689046
KOKKOTOS, STAVROS, EFTHIMIOS
IAR · Direct Owner · 7.5%
4591646
BRIAN RICHARD HARRISON
IAR
3227937
CHRISTOPHER MICHAEL MORAN
IAR
3003405