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| Keyboard |
| Saul Wealth Advisors LLC
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|---|---|
| CRD # | 337371 |
| SEC # | 801-134230 |
| CIK # | |
| AUM | 201.5 M (2026-03-30) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-457-1990 |
| Address | 700 NE 26th Terrace Miami, FL 33137 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 18.8 |
| (b) Individuals (high net worth individuals) | 64 | 177.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 3 | 0.5 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 349 | 201.5 |
| By Discretionary | ||
| Discretionary | 272 | 76.0 |
| Non-Discretionary | 77 | 125.5 |
| Total | 349 | 201.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.5 | |
| Total | 349 | 201.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Abbington Investment Group LLC
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ME | 202.1 M |
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Brasil Plural Investment Advisor LLC
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|
Keystone Wealth Advisors Incorporated
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MN | 201.4 M |
|
Strategic Advisory Services LLC
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TN | 201.2 M |
|
Upper Left Wealth Management LLC
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|
201.1 M | |
|
Stride Investments LLC
✚
|
IL | 200.9 M |