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SAUL WEALTH ADVISORS, LLC
CRD 337371 · SEC 801-134230
700 NE 26TH TERRACE, UNIT 3203, MIAMI, FL, 33137, United States
Phone
212-457-1990
Fax
888-334-7074
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.5M
Discretionary AUM
$76.0M
Team
4 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $18.8M |
| High net worth individuals | 64 | $177.6M |
| Business development companies | 3 | $496K |
States served
NJ, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD