Samatva Wealth Management
Samatva Wealth Management LLC is a Maryland-based Registered Investment Advisor serving individuals, families, small businesses, and the Non-Resident Indian community with wealth management, tax, retirement, estate planning, and cross-border financial consulting services across 10 US states.
- Company typePrivate
- Founded2015
- HeadquartersClarksburg, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Samatva Wealth Management does
Samatva Wealth Management LLC is a privately held Registered Investment Advisor founded in 2015 and headquartered in Clarksburg, Maryland. The firm delivers integrated financial advisory services spanning personal wealth management (retirement planning, tax savings, estate planning, college savings, brokerage and 401k/IRA asset management), business consulting (CPA/CFO services, business entity setup, tax planning and filing, bookkeeping, payroll, M&A consulting, exit strategy, and business valuation), and specialized cross-border services for the Non-Resident Indian (NRI) community across the US, India, Singapore, and the Middle East, including NRI funds repatriation, EB5 due diligence, and India-to-US migration advisory. The firm is registered as an investment adviser in 10 US states (California, Pennsylvania, Texas, Ohio, Florida, Maryland, Virginia, Washington, Georgia, and North Carolina), enabling multi-jurisdictional client onboarding.
The business operates with no proprietary technology platform; service delivery is human-driven advisory supported by a basic interactive retirement savings calculator and content assets (blog and downloadable e-book). Revenue is generated through three streams: AUM-based recurring fees for asset management (subject to a minimum account balance), negotiable minimum fees for written financial plans (one-time/project-based), and professional services fees for business consulting engagements. Customer segments include individuals and families, small-to-medium businesses, pension and profit-sharing plans, and a secondary niche of NRIs requiring cross-border tax and repatriation expertise. The firm relies on a sales-led GTM motion built on direct advisory consultations, content marketing targeting the Indian-American community, and client referrals.
The company is founder-led by Mari (CFA charterholder, MBA in Finance from Johns Hopkins University), with 1-10 employees and no disclosed external funding, parent company, or institutional backing. Operating leverage is constrained by the small team and absence of technology scaling, though the firm has expanded its geographic footprint through state-level RIA registrations and NRI-focused international services.
Samatva Wealth Management firmographics
Firmographics- Name
- Samatva Wealth Management
- Legal name
- Samatva Wealth Management LLC
- Website
- https://samatva.us
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Samatva Wealth Management LLC is a Maryland-based Registered Investment Advisor serving individuals, families, small businesses, and the Non-Resident Indian community with wealth management, tax, retirement, estate planning, and cross-border financial consulting services across 10 US states.
- Ownership category
- akta.pro rank
Samatva Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Tax-Focused Wealth Management RIAs (FSAAACAD), Private Client/High-Net-Worth Advisory (FSAEAAAN), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Samatva Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Clarksburg
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Samatva Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Management (AUM-based fees): Charges fees based on assets under management for investment advisory services. Requires a minimum account balance of combined assets under management.
- Financial Planning Fees: Charges minimum fees for written financial plans. These fees are negotiable.
- Business Consulting Services: CPA and CFO services, business entity setup, tax planning, bookkeeping, and various business consulting engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Asset Management - AUM-based with minimum balance requirement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Samatva Wealth Management product offering
Product offeringCore offering
Samatva Wealth Management LLC is a Registered Investment Advisor that delivers asset management and financial planning services to individuals, families, small-to-medium businesses, and NRI clients. Its offerings include retirement planning, tax savings consulting, estate planning, college savings, business entity setup, CPA/CFO services, tax planning and filing, bookkeeping and payroll, M&A consulting, and specialized cross-border international taxation for India, USA, Singapore, and the Middle East. The firm requires a minimum account balance for asset management services and charges a negotiable minimum fee for written financial plans.
Product overview
Samatva Wealth Management LLC is a Registered Investment Advisor providing wealth management services primarily for Indian diaspora communities. The company offers two core service lines: Business Consulting Services (CPA/CFO services, business entity setup, tax planning, bookkeeping, M&A consulting, international taxation) and Personal Finance Consulting Services (retirement planning, tax savings, financial planning, estate planning). The firm also provides retirement planning tools with savings calculators and offers an educational e-book on financial planning and tax strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Consulting Services
Quantifiable outcome
- Clients can accumulate approximately $400,000 over 30 years by saving $5,000 per year in taxes and investing in an index fund with 6% annual return
Companies that use Samatva Wealth Management
Customer profileSegments4 records
Ideal customer profiles4 records
Samatva Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Samatva Wealth Management partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights4 records
Samatva Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: RIA platform firm that partners with independent wealth managers. Relevant as a potential acquirer/partner for a small RIA like Samatva and as a competitor recruiting its clients via its many partner firms.
- Mercer Advisors: National RIA delivering wealth management, tax planning, estate planning, and business advisory to HNW households and businesses. Overlaps with Samatva across integrated wealth + tax offering, with broader geographic footprint.
- Mariner Wealth Advisors: National wealth advisory firm offering financial planning, investment management, tax, estate, and business consulting. Directly comparable service mix to Samatva's hybrid personal/business model, at much greater scale.
- Edelman Financial Engines: One of the largest US RIAs, providing investment advisory, financial planning, and tax-aware wealth strategies to individuals and businesses. Overlaps with Samatva in target client segments but operates at national scale with proprietary technology.
- Creative Planning: Large national RIA offering wealth management, tax, and business advisory services across the US. Comparable to Samatva in service breadth (personal wealth + business consulting), but vastly larger in scale and geographic reach.
Direct peers
- Wiser Wealth Management: Mid-size RIA offering financial planning, investment management, and tax-aware strategies to HNW individuals. Similar size profile and integrated wealth/tax service model make it a close comparable to Samatva.
- Saave Advisory: Independent RIA providing personalized wealth management and financial planning to individuals and families. Comparable in size and human-driven, advice-led model.
- 1810 Wealth Management: Boutique wealth management firm offering investment advisory, financial planning, and tax planning to HNW households. Similar boutique, advisor-led RIA model with integrated tax capability.
Emerging players
- Vedic Wealth: Wealth management firm specifically serving the South Asian / Indian-American community with culturally tailored financial planning. Most directly comparable peer to Samatva's NRI-focused niche and cross-border positioning.
- Tanis Advisors: Smaller RIA focused on personalized investment advisory and financial planning. Comparable in scale and human-advisory positioning to Samatva, with similar minimum-balance business model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Samatva Wealth Management social profiles
Digital presenceSamatva Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Samatva Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Samatva Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Samatva Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Samatva Wealth Management
What does Samatva Wealth Management do?
Samatva Wealth Management LLC is a Registered Investment Advisor that delivers asset management and financial planning services to individuals, families, small-to-medium businesses, and NRI clients. Its offerings include retirement planning, tax savings consulting, estate planning, college savings, business entity setup, CPA/CFO services, tax planning and filing, bookkeeping and payroll, M&A consulting, and specialized cross-border international taxation for India, USA, Singapore, and the Middle East. The firm requires a minimum account balance for asset management services and charges a negotiable minimum fee for written financial plans.
Is Samatva Wealth Management a public or private company?
Samatva Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Samatva Wealth Management founded?
Samatva Wealth Management was founded in 2015. It employs 1 to 10 people.
Where is Samatva Wealth Management based?
Samatva Wealth Management is headquartered in Clarksburg, United States, in the North America region.
How does Samatva Wealth Management make money?
Three revenue lines are on record. Asset Management (AUM-based fees) is the primary driver. The others are financial Planning Fees and business Consulting Services.
Who are Samatva Wealth Management's main competitors?
Broad incumbents on record are Focus Financial Partners, Mercer Advisors, Mariner Wealth Advisors, Edelman Financial Engines and Creative Planning. Direct peers are Wiser Wealth Management, Saave Advisory and 1810 Wealth Management. Emerging players are Vedic Wealth and Tanis Advisors.
Does Samatva Wealth Management have an API?
No public API is recorded for Samatva Wealth Management.
What industry is Samatva Wealth Management in?
Samatva Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.