SAUL WEALTH ADVISORS, LLC

SAUL WEALTH ADVISORS, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 337371). Regulatory assets under management: $201.5M.

Registration

• CRD: 337371
• SEC file number: 801-134230
• Type: Registered investment adviser
• Location: 700 NE 26TH TERRACE, UNIT 3203, MIAMI, FL, 33137
• Phone: 212-457-1990
• Latest filing: 2026-03-30
• Regulatory AUM: $201.5M
• Discretionary AUM: $76.0M
• Non-discretionary AUM: $125.5M
• Clients: 4
• Accounts: 349

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337371 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search