# SAVVI FINANCIAL LLC

SAVVI FINANCIAL LLC of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 169196
- Type: SEC-registered investment adviser
- SEC file number: 801-78753
- Location: 465 WAVERLEY OAKS RD, STE 315, WALTHAM, MA, 02452-8422
- Phone: 781-583-7011
- Latest filing: 2026-02-16
- Regulatory AUM: $44.7M
- Discretionary AUM: $44.7M
- Clients: 22
- Accounts: 238

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Moran Michael | HEAD OF CLIENT SOLUTIONS | Lempster, NH |
| Dimitris Nmn Bertsimas | MEMBER OF THE BOARD | — |
| Georgia Nmn Mourtzinou | MEMBER, CEO | — |
| Stavros Efthimios Kokkotos | MEMBER, CCO | — |
| Alexander Michael Sauer-Budge | MEMBER | — |
| Adrian B Becker | MEMBER | — |
| SAUER-BUDGE ALEXANDER MICHAEL | MEMBER; PARTNER | — |
| BERTSIMAS DIMITRIS NMN | MANAGING MEMBER; MEMBER OF THE BOARD; PARTNER | — |
| KOKKOTOS STAVROS EFTHIMIOS | CCO, PARTNER; MEMBER, CCO | — |
| MOURTZINOU GEORGIA NMN | MEMBER; MEMBER, CEO; PARTNER | — |
| BECKER ADRIAN B | MEMBER; PARTNER | — |
| HARRISON BRIAN RICHARD | HEAD OF CONSUMER PRODUCT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169196/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169196/similar
- Related entities: https://search.stillhousedata.com/firm/169196/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169196

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.