Overview
Assets Under Management: $201 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 64
Average Client Assets: $2.8 million
Frequently Asked Questions
SAUL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337371), SAUL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SAUL WEALTH ADVISORS, LLC is headquartered in MIAMI, FL.
SAUL WEALTH ADVISORS, LLC serves 64 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, SAUL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SAUL WEALTH ADVISORS, LLC manages $201 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, SAUL WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.14%
Average Client Assets: $2.8 million
Total Client Accounts: 349
Discretionary Accounts: 272
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 337371
Filing ID: 2084176
Last Filing Date: 2026-03-30 11:38:18