The firm, which recently closed a $72 million funding round and passed an AuM milestone, has added a new wealth manager to its embrace, and announced advisor hires across the US.

Savvy Advisors, an RIA, has added Perspective 6 Wealth Advisors, a Minneapolis-based team with about $270 million in assets under management. 

Separately, Savvy has welcomed 12 advisors from across the US, taking total advisor headcount to 68 since it launched in 2022.

Perspective 6 serves clients nationwide, with concentrations in Minnesota, Wisconsin, California and Florida. Its team specializes in advising professionals in the medical technology and medical device industries, with services including equity compensation planning, complex benefits strategy, business owner succession planning and retirement planning. 

Leaders of the firm are Matt Nelson; Matthew J Finley; and Jacob LaRue.

“We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer,” Nelson said.

In addition to Perspective 6, the 12 advisors joining Savvy:

-- Alex Barnes, Fort Mill, South Carolina; 
-- Josh Bergman, New York, NY; 
-- Kristin Dunlevy, Prospect, Kentucy; 
-- Scott Jensen, Minneapolis, Minnesota; 
-- Greg Kirwan, North Kingstown, Rhode Island; 
-- Lee Levy, Alamo, California; 
-- Evan Melching, Indianapolis, Indiana;  
-- Luis Miletti, Louisville, Kentucky; 
-- Aaron Peloquin, Minneapolis, Minnesota; 
-- Dustin Roberts, Turlock, California; 
-- Dave Sharpe, Lake Geneva, Wisconsin; and
-- Dustin Thomas, Indianapolis, Indiana. 

Former LPL Financial CEO and chairman Mark Casady has also joined Savvy’s board of directors. 

Savvy recently closed its $72 million Series B funding round and surpassed $2 billion in AuM.