SAUL WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$201M

Discretionary

$76M

38% of AUM

Avg account

$577K

Accounts

349

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 337371
Registered since: August 28, 2025
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.14%
Individuals9.35%
Corporations / Businesses2.27%
Business Development Companies0.25%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Saul Wealth Advisors, LLC is an independent registered investment adviser that manages primarily equity-oriented portfolios for individuals, families and small institutions. The firm emphasizes exchange-traded equities and ETFs as the core of its public market exposure, and runs both discretionary and non-discretionary relationships. Its advisory offering blends financial planning, portfolio management for individuals and small businesses, and the ability to select and oversee external managers when clients need specialized strategies. The firm also operates as an insurance broker and uses insurance solutions alongside traditional investment products when appropriate. Saul Wealth Advisors does not identify as an active ESG investor.