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SAVLAN WEALTH PARTNERS

NEW CITY, NY · CRD 343698 · IAPD ↗ · savlanwealth.com · 718-771-0887

$0Regulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — SAVLAN WEALTH PARTNERS (NEW CITY, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 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.