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Sharma, Anshul

Chief Investment Officer

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

In less than a year, Anshul Sharma has transformed Savvy Wealth from a fast-growing, AI-native RIA into a genuine investment powerhouse. Joining as Chief Investment Officer in September 2025, he built the firm's first-ever investment office, Savvy Wealth Investment Management (SWIM), and designed it around a problem the industry has long struggled with: advisors want a CIO they can rely on without surrendering control or inheriting conflicts of interest. Sharma's SWIM gives advisors full investment control with no mandates, paired with institutional-grade portfolio management and direct, often same-day access to the CIO himself; SWIM now manages investments for more than eight of 10 of the 100-plus advisors on Savvy, as the firm surpassed $10 billion in recruited assets. In addition, Sharma led the launch of two proprietary strategies, Savvy Total Portfolios and the Savvy Thematic Portfolio