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SALING WEALTH ADVISORS

LOUISVILLE, KY · CRD 283226 · IAPD ↗ · salingwealthadvisors.com · 502-805-3000

$617.7MRegulatory AUM
9Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — SALING WEALTH ADVISORS crossed $500M in regulatory AUM ($410.4M -> $517.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.