Saul Wealth Advisors, LLC
● SEC registered since 2025CRD 337371SEC# 801-134230Miami, FL
Reg. AUM
$201.5M
Employees
4
Accounts
349
Location
Miami, FL
Saul Wealth Advisors, LLC assets under management
Saul Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2025. It reports $201.5 million in regulatory assets under management and employs 4 people.
Saul Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew J Saul Control | Managing Principal / Cco | Under 5% | 2025 |
| Saul Wealth Advisors, Inc. Control | Owner | Over 75% | 2022 |
| Matthew J Saul Control | Managing Principal / Cco | — | 2022 |
Frequently asked questions
How much does Saul Wealth Advisors, LLC manage?
Saul Wealth Advisors, LLC reports $201.5 million in regulatory assets under management on its Form ADV.
How many employees does Saul Wealth Advisors, LLC have?
Saul Wealth Advisors, LLC reports 4 employees.
Where is Saul Wealth Advisors, LLC located?
Saul Wealth Advisors, LLC is based in Miami, FL and has been SEC-registered since 2025.
Does Saul Wealth Advisors, LLC disclose fund performance?
Saul Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 NE 26th Terrace, Unit 3203, Miami, FL 33137 |
| Phone | 212-457-1990 |
| Fax | 888-334-7074 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$201.5MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$201.5Mregulatory AUM
Discretionary $76MNon-discretionary $125.5M