SAMATVA WEALTH MANAGEMENT LLC

SAMATVA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 173809). Regulatory assets under management: $825K.

Registration

• CRD: 173809
• Type: Registered investment adviser
• Phone: 301-758-4052
• Latest filing: 2026-02-09
• Regulatory AUM: $825K
• Discretionary AUM: $825K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173809 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search