Satis Wealth Management
Registered investment adviser · London · CRD #336301
Form ADV data as of 2026-09-01Regulatory assets
$773.9 million
Total accounts
1,572
Employees
17
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/satiswealth
- Telephone: 44 0 203 840 9970
- SEC file number: 801-134126
- Most recent Form ADV filing: 2026-06-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $224.1 million |
| Non-discretionary regulatory assets under management | $549.8 million |
| Total regulatory assets under management | $773.9 million |
| Discretionary accounts | 348 |
| Non-discretionary accounts | 1,224 |
| Total accounts | 1,572 |
| Regulatory assets under management attributable to non-U.S. persons | $691.2 million |
People
| Total employees (excluding clerical) | 17 |
| Employees performing investment advisory functions (including research) | 9 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 2 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 494 | $145.6 million |
| High net worth individuals | 166 | $599.3 million |
| Corporations or other businesses not listed above | 14 | $29.0 million |