# SAVVY ADVISORS, INC.

SAVVY ADVISORS, INC. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 318493
- Type: SEC-registered investment adviser
- SEC file number: 801-123656
- Location: 111 WEST 33RD STREET, UNIT 1410, NEW YORK, NY, 10001
- Phone: 833-745-6789
- Latest filing: 2026-03-31
- Regulatory AUM: $5.0B
- Discretionary AUM: $5.0B
- Non-discretionary AUM: $32.5M
- Clients: 170
- Accounts: 14,645

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Tara Nichole Horne | CHIEF COMPLIANCE OFFICER | — |
| Ritik Nmn Malhotra | CHIEF EXECUTIVE OFFICER; COMMON AND PREFERRED SHAREHOLDER | — |
| Amir Hannan Ovadia Har-El | CHIEF OPERATING OFFICER | — |
| Lisandra Evelyn Wilmott | CHIEF COMPLIANCE OFFICER | — |
| SCHULMAN MONIQUE | CHIEF COMPLIANCE OFFICER | — |
| MALHOTRA SANJAY NMN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; COMMON AND PREFERRED SHAREHOLDER | — |
| HORNE TARA NICHOLE | CHIEF COMPLIANCE OFFICER | — |
| SCHULMAN MONIQUE NMN | CHIEF COMPLIANCE OFFICER | — |
| HAR-EL AMIR HANNAN OVADIA | CHIEF OPERATING OFFICER | — |
| HAR-EL Amir | CHIEF OPERATING OFFICER | — |
| Ritik (Nmn) Malhotra | CHIEF EXECUTIVE OFFICER; COMMON AND PREFERRED SHAREHOLDER | — |


## Disclosures (13)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318493/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318493/similar
- Related entities: https://search.stillhousedata.com/firm/318493/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318493

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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.