Savlan Wealth Partners LLC
CRD 343698SEC# 801-137158New City, NY
No longer SEC-registered. Savlan Wealth Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
11
Accounts
—
Location
New City, NY
Savlan Wealth Partners LLC assets under management
Savlan Wealth Partners LLC operates as an SEC-registered investment adviser based in New City, NY. It employs 11 people.
Savlan Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lieblich Control | Founding Partner/Managing Partner | 50-75% | 2026 |
| Joshua Taylor Jones | Chief Compliance Officer | Under 5% | 2026 |
| Malka Lieblich Control | Founding Partner | 25-50% | 2026 |
| William Henry Kemple Control | Founding Partner | 25-50% | 2026 |
Frequently asked questions
How many employees does Savlan Wealth Partners LLC have?
Savlan Wealth Partners LLC reports 11 employees.
Where is Savlan Wealth Partners LLC located?
Savlan Wealth Partners LLC is based in New City, NY.
Does Savlan Wealth Partners LLC disclose fund performance?
Savlan Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 Maple Ave, New City, NY 10956 |
| Office hours | 8a.m. To 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 38%
More than 62% of 16,824 advisers