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SAUL WEALTH ADVISORS, LLC

MIAMI, FL · CRD 337371 · IAPD ↗ · saulwealthadvisors.com · 212-457-1990

$201.5MRegulatory AUM
1Advisory reps
4Employees
15Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — SAUL WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
61
April 2026 — SAUL WEALTH ADVISORS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2026 — SAUL WEALTH ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — SAUL WEALTH ADVISORS, LLC (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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