Savvy Wealth Appoints David Weiner as Chief Growth Officer; Recruits $300 Million Universal Value Advisors Team

Firm adds nearly $400 million in AUM with the addition of Reno-based UVA team, while also onboarding former Mariner advisor, Jason Craine

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Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes David Weiner as chief growth officer. Weiner will lead recruitment and continued expansion of Savvy Wealth’s registered investment advisor (“RIA”) affiliate Savvy Advisors (“Savvy”).

This strategic hire follows a strong year of growth in 2024, during which Savvy quadrupled assets under management (“AUM”) and more than tripled advisor headcount. In his new role, Weiner will focus on bringing experienced, independent advisors and advisory teams onto the Savvy Wealth platform.

Weiner brings more than two decades of experience in sales, growth and marketing leadership roles across the startup and SaaS sectors, including positions at Compass, David Energy, Electric and Tekmetric. Throughout his career, he has proven his ability to guide companies through key thresholds of growth and achieve scalability across multiple industries.

“Savvy is at a crucial phase of growth. Connecting with advisors who want to leverage technology to evolve the ways they support their clients is crucial to their growth trajectory,” Weiner said. “From my earliest conversations with [Founder and CEO] Ritik Malhotra, we were tightly aligned on specific, tangible paths forward to build connections with advisors. I look forward to contributing to Ritik’s vision of streamlining the advisor space through innovative artificial intelligence applications and our firm’s proprietary technology offering.”

Adding to this momentum, Savvy Advisors has also onboarded a wealth advisory team led by Robert Barone and Joshua Barone, who bring nearly $300 million in AUM to the firm. They are the founders of Universal Value Advisors (“UVA”), and collectively have over 70 years of experience in investment management. The team joined Savvy after departing Farther in 2024, drawn by Savvy Wealth’s proprietary technology platform and its ability to provide a seamless financial planning experience for clients.

“Savvy Wealth’s advisor-driven product roadmap was really attractive to us as we sought a new home for our business,” said Joshua Barone. “Working with Savvy’s management, product, and engineering teams–who truly value our experience as advisors–provides us with the requisite solutions to deliver memorable client experiences and take our growth to a new level.”

The team started working together in 1999 and then eventually launched UVA. One of the members of the team, Robert Barone, has a Ph.D. in Economics from Georgetown University and many years as a bank economist across multiple organizations. He leads an investment philosophy that is rooted in a deep understanding of macroeconomic trends and the driving forces behind the global investing landscape. Their practice specializes in value investing across both public and private asset classes, while helping clients understand economic policy and more.

In addition to recruiting the UVA team, Savvy has also welcomed Wichita, Kansas-based Jason Craine, CFP®, AWMA, AAMS, to the firm. Craine spent the last decade at Mariner Wealth Advisors, where he managed over $100 million in client assets. Working with high-net-worth families across the country, Craine offers holistic financial planning services across multiple family generations, while providing tax-conscious customized investment strategies.

Savvy Wealth remains committed to being a home for independent advisors and advisory teams seeking to grow on their terms. Interested advisors, teams and burgeoning RIAs can learn more at savvywealth.com.

About Savvy

Savvy Wealth is a digital-first, multi-custodial technology platform for financial advisors centered around modernizing human-generated financial advice. Wealth managers who partner with Savvy Advisors leverage its intentionally built, integrated technology platform to help target organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology is designed to help empower wealth managers to scale revenue faster and spend more time focused on business development. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Savvy does not provide compensation for advisor endorsements; however, endorsements represent a conflict of interest as advisors may indirectly benefit from the endorsement they have provided. Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). Artificial intelligence (“AI”) used on Savvy Wealth’s advisor platform is not intended to replace human advice, nor does the AI provide client-facing investment advice or make investment decisions. Savvy Advisors and UVA are separately registered with the SEC and are not under common ownership or control.