Wealth Management AdvisoryFinancial PlanningActiveVerified

Savy Wealth Advisors

MIKE ALLEN, Registered Agent

Wealth management firm offering personalized financial planning and advisory services.

Filed March 2, 2026 · San Diego, CA · San Diego County

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Source

California Secretary of State (bizfile Online) · Entity B20260105204 · Retrieved May 13, 2026

Search the registry for B20260105204 ›JSON record ›

About Savy Wealth Advisors

Savy Wealth Advisors, Inc. is a California wealth management advisory corporation filed on March 2, 2026, by owner Mike Allen, who also acts as registered agent. The business is based in San Diego. Its domain was registered in 2005, over 20 years before the filing. The website is modern. We estimate revenue between $10 million and $50 million and 100 or more employees, with a hybrid footprint. No annual report or EIN on file yet.

  • Domain registered 20 years before the company filing.
  • Owner filed personally as registered agent.
  • We estimate revenue between $10 million and $50 million and 100 or more employees.
  • Website is modern.
  • No annual report or EIN on file yet.
  • First seen 72 days after filing.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 421 new businesses registered in San Diego in March 2026, and the only wealth management advisory business registered there that month.

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Filing Details

Entity NameSAVY WEALTH ADVISORS, INC.
Entity TypeCorp
Entity NumberB20260105204
Filing DateMarch 2, 2026
Principal AddressLocked
City / State / ZipSan Diego, CA 92109
CountySan Diego
TimezonePacific (PT)
EIN on FileNo
Registered AgentMIKE ALLEN
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 7519 days before filing · registrar NameCheap
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$10M-$50M (estimate)
Estimated Employees100+ (estimate)
FootprintHybrid (estimate)
First Recorded by DayOneLeadMay 13, 2026 (72 days after filing)

Verified Business Profile

SubcategoryFinancial Planning

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Savy Wealth Advisors registered?

Savy Wealth Advisors was registered as Corp on March 2, 2026 in California.

Where is Savy Wealth Advisors located?

Savy Wealth Advisors is based in San Diego, CA, 92109, in San Diego County.

What type of business is Savy Wealth Advisors?

Savy Wealth Advisors is classified as a wealth management advisory business (financial planning).

Does Savy Wealth Advisors have an EIN on file?

No EIN was found on file for Savy Wealth Advisors at the time of registration.

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