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Owner · Satis Wealth Management

Simon Speller

CRD 8126290 · Named on Form ADV at one SEC-registered adviser

At a glance

Satis Wealth Management, an SEC-registered wealth manager based in London, United Kingdom with $774 million in regulatory assets, lists Simon Speller on its Form ADV as Owner.

Firms and roles

AtlasMembers

Simon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

  • Colin HoweOwner/non Executive Board Member, Satis Wealth Management
  • Nicholas A. WestCeo/cco/executive Board Member, Satis Wealth Management
  • Alex BottomOwner/ Executive Board Member, Satis Wealth Management
  • Ben SherwoodOwner/ CIO / Executive Board Member, Satis Wealth Management
  • Ross BadgerOwner, Satis Wealth Management

11 more people named with Simon on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Simon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.