RIA Intel›Advisers›Virginia›SAMPATTI FINANCIAL LLC

SAMPATTI FINANCIAL LLC

Advisory

VA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account
$295K
across 115 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
87
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

DISCOVERY WEALTH PLANNING LLC
VIENNA, VA
$34M
RADVANYI WEALTH MANAGEMENT LLC
RESTON, VA
$34M
MARTELLO RETIREMENT AND WEALTH, LLC
VIRGINIA BEACH, VA
$34M
AUGUSTA CAPITAL LLC
$33M
THIRD MILLENNIUM ADVISORS, INC.
BARBOURSVILLE, VA
$35M
NHABLA LLC
ARLINGTON, VA
$33M

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