Savvy Women Wealth Management

What Savvy Women Wealth Management does

Savvy Women Wealth Management (SWWM) is a privately held, SEC Registered Investment Advisor headquartered at 2131 Palomar Airport Road, Suite 330, Carlsbad, California. Founded in 2011 as a subsidiary of Wolf Wiese Magana (WWM Financial) by Catherine Magaña, CFP®, the firm provides financial planning, investment management, retirement planning, tax planning, estate planning coordination, and stock-option planning services targeted at affluent women with $500k or more in investable assets. Secondary segments include widows navigating loss and high-earning women with equity compensation. The firm is led by Catherine Magaña and Steve Wolff as Managing Partners, with Rachel Ivanovich co-hosting the firm's content properties.

The firm operates a content-led, education-first go-to-market model with no proprietary technology platform. Acquisition channels include a weekly podcast (Savvy Women Talk Money, distributed on Apple Podcasts, Spotify, and Amazon Music), an active YouTube channel (@SavvyUp), a blog, an email newsletter, and a recurring slate of free in-person workshops (Becoming a Seriously Savvy Woman, Retirement by Design, Her Financial Year, Health Wealth & Legacy Retreat) hosted primarily in Carlsbad and at the Carlsbad Chamber of Commerce. Prospects are converted via complimentary 30–60 minute virtual or in-person consultations. Distribution is supported by partnerships with the Carlsbad Chamber of Commerce, the Financial Planning Association of San Diego, the Carlsbad Charitable Foundation, the Women's Inclusion Network, Fairway Independent Mortgage, and CPA/JD Gita Nassiri.

Revenue is generated through advisory fees on managed household assets, consistent with standard RIA fee structures (asset-based and/or planning fees). No specific fee schedule is publicly disclosed. The firm holds SEC RIA registration, the CFP® designation via Catherine Magaña, and various local/regional recognitions (Five Star Wealth Manager 2018, Carlsbad Chamber awards 2016, San Diego Business Journal Women Who Mean Business finalist 2016). Geographic service area is primarily Carlsbad and San Diego County, with virtual consultations providing de facto broader reach. No headcount, AUM, revenue, or growth metrics are publicly disclosed, and the firm has no disclosed funding, M&A, or institutional investment activity.

Name

Savvy Women Wealth Management

Legal name

Savvy Women Wealth Management

Website

https://savvyup.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Savvy Women Wealth Management is a Carlsbad, California-based SEC Registered Investment Advisor providing financial planning, investment management, and financial education services to affluent women with $500k+ in investable assets, operating through content-led acquisition (podcast, workshops, newsletter) and individual consultations.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAAAAE

Hybrid Advice (Advisor + Digital) Platforms

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Financial planning services
• Wealth management advisory
• Investment management
• Retirement planning
• Financial education

Headquarters

HQ city

Carlsbad

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: SEC Registered Investment Advisor providing financial planning, investment management, and advisory services to affluent women clients. Revenue is generated through advisory fees, likely asset-based or fee-only arrangements typical for RIAs.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Savvy Women Wealth Management is an SEC Registered Investment Advisor that provides financial planning, investment management, retirement planning, tax planning, estate planning, and financial education services targeted at affluent women (typically with $500k+ in investable assets). Services are delivered through one-on-one advisory engagements complemented by an educational ecosystem of workshops, podcasts, video series, and downloadable resource checklists.

Product overview

Savvy Women Wealth Management is an SEC Registered Investment Advisor offering a comprehensive suite of financial planning and education services specifically designed for affluent women. The core offering combines one-on-one financial advisory with an ecosystem of educational products including workshops (Becoming a Seriously Savvy Woman, Retirement by Design, Her Financial Year), a weekly podcast (Savvy Women Talk Money), and free downloadable resource checklists. The company provides services in financial planning, investments, retirement planning, estate planning, and tax planning, delivered through in-person workshops, virtual consultations, and digital content including video series and blog posts. The product portfolio centers on financial education and advisory services rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Becoming a Seriously Savvy Woman Workshop Free in-person workshop in Carlsbad, CA teaching financial empowerment principles including the Four Rules of Money, Five Steps to Financial Empowerment, and Five Secrets to Becoming a Seriously Savvy Woman, targeting women who want to become financially empowered.
• Savvy Women Invest on Purpose Workshop Free in-person workshop in Carlsbad, CA teaching women how to apply their natural strengths to managing finances and investing decisions.
• Retirement by Design Workshop Free in-person workshop in Carlsbad, CA covering how to design a comfortable retirement, avoid running out of money, and remain comfortably retired without budgeting the joy out of life.
• Her Financial Year Workshop Free guided reflection workshop held at the Carlsbad Chamber of Commerce using a creative vision board experience to align money with personal values and design the financial year with intention.
• Health, Wealth & Legacy Retreat Free half-day retreat in Carlsbad, CA exploring how to live well, prosper wisely, and protect a legacy.
• Savvy Women Talk Money Podcast Weekly podcast hosted by Catherine Magaña and Rachel Ivanovich covering financial planning topics including IPOs, retirement planning, tax strategies, estate planning, stock options, and life transitions for women. Available on Apple Music, Spotify, and Amazon Music.
• Investing Basics Video Series Free video series on YouTube covering foundational investment topics including stocks, bonds, mutual funds, ETFs, REITs, and diversification for women who want to feel confident making financial decisions.
• Money 101 Video Training Free video training revealing financial empowerment secrets including the Four Rules of Money for Women and Five Steps to Financial Empowerment, targeted at women with $0-$1.5M+ in investable assets.
• The First 90 Days After Loss Checklist Free downloadable checklist to help recently widowed women focus on essential financial steps in the first 90 days after loss, reducing overwhelm and providing clarity during grief.
• Widow Income Transition Checklist Free downloadable PDF checklist for widows covering income replacement, tax changes, and next steps after losing a spouse.
• Inherited IRA Strategy Checklist Free downloadable PDF checklist to help women review inherited IRA options, understand SECURE Act implications, and avoid costly mistakes.
• Financial Planning and Investment Advisory Services One-on-one financial advisory services covering financial planning, retirement planning, investment management, tax-efficient withdrawal strategies, estate planning coordination, stock option planning, and income planning for affluent women clients.

Quantifiable outcome

• Helping affluent women answer: Do I have enough to retire? Can I make it last? What investments should I be in?

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• WWM Financial (Wolf Wiese Magana)coreOthersSavvy Women Wealth Management is a subsidiary of WWM Financial. SWWM was founded in 2011 as a women-focused practice under the WWM Financial umbrella, with Catherine Magaña serving as Managing Partner of both entities.
• Fairway Independent Mortgage CorporationminorStrategic or Co-development PartnerCathy Brentlinger of Fairway Independent Mortgage Corporation contributes to the Proactive Wealth Process financial education series, providing expertise on mortgage points and liability management topics.
• Women's Inclusion Network (WIN)minorGTM or Marketing PartnerSavvy Women Wealth Management was invited to speak at WIN events, conducting personal finance Q&A sessions and presentations on budgeting, investing, and retirement planning topics.
• Gita Nassiri, CPA, JD, MBTminorStrategic or Co-development PartnerCollaborated on educational content covering estate planning topics, combining CFP and CPA/JD expertise for comprehensive client education on estate and tax planning.
• Carlsbad Chamber of CommerceminorGTM or Marketing PartnerActive member of the Carlsbad Chamber of Commerce. Chamber location used for workshops such as Her Financial Year. Catherine Magaña served as past Chair of the Board of Directors.
• Financial Planning Association of San Diego and CaliforniaminorStrategic or Co-development PartnerCatherine Magaña is an Executive Board member and past President of FPA San Diego and California chapters, demonstrating professional leadership and network integration.
• Carlsbad Charitable FoundationminorGTM or Marketing PartnerCatherine Magaña serves as past Chair of Board of Directors and past Grants Chair for the Carlsbad Charitable Foundation, demonstrating community involvement.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, financial planning, and investment services. Overlaps in offering and target market, though at vastly greater scale and across all demographics rather than focused on women.
• Edelman Financial Engines: Largest independent RIA in the U.S., offering financial planning, investment management, and retirement plan services to mass-affluent households. Overlaps with SWWM's planning-led RIA model, but serves all demographics nationally at much greater scale.

Direct peers

• Modern Wealth: Wealth management firm serving high-earning professionals and entrepreneurs with comprehensive planning and investment advisory. Comparable as a planning-centric RIA serving mass-affluent clients, with similar content-driven GTM.
• Carson Wealth: Large RIA firm offering financial planning and investment management to households across the U.S. Comparable business model (fee-only RIA, financial planning-centric) and serves a similar mass-affluent client base, though at significantly greater scale and without a women-specific niche.
• WorthPointe Wealth Management: Fee-only RIA offering financial planning, investment management, and tax planning to affluent individuals and families. Directly comparable as a planning-led RIA with a similar holistic offering, though broader in target market and without a women-specific focus.
• Ellevest: Digital wealth management platform explicitly built for women, offering investment management and financial planning. Directly competes with SWWM in the women-focused mass-affluent segment, though Ellevest leverages a tech-first model versus SWWM's advisor-led approach.
• XY Planning Network: Network of fee-only financial advisors serving Gen X and Gen Y clients, with a strong financial-planning-first philosophy. Comparable as a fee-only RIA delivering comprehensive planning to a defined demographic, though SWWM focuses on women specifically and XYPN is a network of independent advisors.
• Facet Wealth: Digital-first financial planning and investment advisory firm serving affluent clients nationwide via CFP®-led remote consultations. Comparable in offering comprehensive financial planning to mass-affluent clients, though more tech-enabled and broader in target market.

Emerging players

• HerMoney: Women-focused financial media and education platform founded by Jean Chatzky, covering money, investing, and retirement topics. Comparable in women-focused content and education strategy that funnels users toward advisory services, though primarily a media brand rather than an RIA.
• The Belle Curve: Financial planning practice explicitly focused on women, offering financial planning, investment management, and education. Direct overlap in the women-focused mass-affluent niche with a similar content-and-workshop GTM, though likely similarly small scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@SavvyUp
• Facebookfacebook.com/savvywomenwealth
• LinkedInlinkedin.com/company/savvy-women-wealth-management

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Savvy Women Wealth Management