Joseph Israel Weber
Investment adviser representative at Savlan Wealth Partners
13 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Savlan Wealth Partners LLCSep 2026 to now
- Lieblich Financial ServicesJun 2023 to now
- Kj Union Free School DistrictMar 2013 to now
- Commonwealth Financial NetworkJun 2023 to Sep 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Savlan Wealth Partners
Legal name: Savlan Wealth Partners LLC
$0Assets managed
0Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7772540
- Firm CRD
- 343698