SourcingSourcing

SAVVLY ADVISOR, LLC

C39
CRD 321125·SEC 801-130624·BOULDER, CO
AUM
$75K
<$25M
Est. Revenue
$752.08
@ 1% on AUM
Est. EBITDA
$225.624
@ 30% margin
Est. Deal Value
$2K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAVVLY ADVISOR, LLC
CRD
321125
SEC file #
801-130624
EIN
—
DBA names
Savvly Advisor

Economics

AUM
$75K
AUM band
<$25M
AUM trajectory
'25'26
$75K → $75K▬ 0%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consultingOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
06/06/2024
ADV-W filed at
—
Website
twitter.com/savvlyapp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAVVLY INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SAVVLY INC
Derossi, Antonio, NMN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:savvly.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
Fusato, Dario
IAR · Executive Officer · 2.5%
7535282
Derossi, Antonio, NMN
Executive Officer · 2.5%
7935789