SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Saul Wealth Advisors, LLC
Miami, FL
CRD 337371
Firm filing updated March 30, 2026 ·
- $201.5MAssets
- 1Advisory staff
- 349Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals64
- Individuals39
- Business development companies3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 39 | $18.8 million |
| High net worth individuals | 64 | $177.6 million |
| Business development companies | 3 | $495,589 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $4.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$201.5 million
- Accounts349
- Discretionary$76.0 million · 272 accounts
- Non-discretionary$125.5 million · 77 accounts
People
- Employees4
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients11 to 25
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 337371, SEC file 801-134230.
- Registered with the SEC as an investment advisor (status date on record: August 28, 2025).
Is Saul Wealth Advisors, LLC a fiduciary?
Short answer: Saul Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.