Saling Wealth Advisors
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 283226
- Registered since
- March 16, 2016
- Website
- www.salingwealthadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.94%
- Individuals7.79%
- Corporations / Businesses6.18%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Saling Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm identifies as a capital allocator for both individual/family and institutional clients, charging a combination of percentage-of-AUM and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the publication of client-facing periodicals or newsletters. The firm does not list ESG investing as an active focus and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Eric Saling
Chief Executive OfficerCRD 5522503
Jason Stuber
Chief Investment OfficerCRD 4269880
Emily Saling
Chief Compliance OfficerCRD 6622360
Contacts
3 of 6
Christian Doyle
Financial PlannerCRD 7567419
Jeffrey Gough
Senior Wealth AdvisorCRD 5155592
Amy Stuber
Senior Wealth AdvisorCRD 4976136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$461M in ETFs
82%
$376M
15%
$84.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $137M | 183,116 | 29.73% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 9750 Ormsby Station Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Atlas Brown
RIALouisville, KY
Reliant Wealth Planning, LLC
RIALouisville, KY
Ramsey Quantitative Systems, Inc.
RIALouisville, KY
Aristides Capital LLC
RIALouisville, KY
Churchill Financial Advisors, LLC
RIALouisville, KY
Legacy Financial Independent Advisors LLC
RIALouisville, KY