# SAVVY

> FINRA firm 318493 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · NEW YORK, NY

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 318493
- **Firm name:** SAVVY
- **Other names:** ATTICUS WEALTH MANAGEMENT, WOZNY CAPITAL ADVISORS, WEALTH RETENTION, UNIVERSAL VALUE ADVISORS, TRUE HARVEST PRIVATE WEALTH, THE RETIREMENT STUDIO, SULLIVAN FARR WEALTH ADVISORS, STANDING OAK ADVISORS, SORELLE WEALTH PARTNERS, SHARPEWEALTH, SEDAI WEALTH, SAVVY WEALTH, INC., SAVVY WEALTH, SAVVY ADVISORS, INC., SAVVY, REVIVE WEALTH, RENOVATE FINANCIAL PLANNING, PRESTIQ WEALTH PARTNERS CORP, PILLAR CAPITAL, LLC, NINE FOUR WEALTH, MILETTI WEALTH MANAGEMENT, MARKETWISE ASSET MANAGEMENT, MARCADO ASSET MANAGEMENT, MARATHON WEALTH ADVISORS, LONGLEAF PRIVATE WEALTH, KHOURY PRIVATE WEALTH, JNB WEALTH, HARDY CAPITAL INVESTMENTS, FLOURISH FINANCIAL PARTNERS, FLEX WEALTH MANAGEMENT, DEEP FORK, DC INSTITUTIONAL, CORSO WEALTH LLC, COLORADO WEALTH GROUP, CEDAR + SEVENS WEALTH, BUILD BETTER FINANCIAL FUTURE, BREAKAWAY FINANCIAL GROUP LLC, BLUE BARN WEALTH, BEYOND WEALTH MANAGERS
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-123656
- **Branches:** 142
- **Has disclosure events:** YES
- **Headquarters:** NEW YORK, NY, 10001, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/318493

## Citation

> FINRA BrokerCheck, firm 318493 (SAVVY). Retrieved via AI Analytics 2026-07-09 from https://api.ai-analytics.org/broker/318493.

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