AdvisorCensus / Financial advisors / Florida / Miami / Saul Wealth Advisors, LLC
Saul Wealth Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Saul Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Saul Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Saul Wealth Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Saul Wealth Advisors, LLC located?
Saul Wealth Advisors, LLC's principal office is in Miami, FL, according to its Form ADV.
Is Saul Wealth Advisors, LLC registered with the SEC or a state?
Saul Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337371.
How much does Saul Wealth Advisors, LLC manage?
Saul Wealth Advisors, LLC reports $201,457,806 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (38% discretionary).
What types of clients does Saul Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (64); individuals (other than high net worth individuals) (39); business development companies (3).
Which custodians does Saul Wealth Advisors, LLC use?
Saul Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Capital Markets, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Saul Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337371
Does Saul Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is a $5,000,000 minimum account size to open and maintain an advisory account."
What changed in Saul Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $201,457,806. Added the business name Saul Wealth.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Annual fees are a maximum of 2.00%. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services
Account minimum: $5,000,000
The brochure's wording
There is a $5,000,000 minimum account size to open and maintain an advisory account.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$201,457,806 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- SAUL WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $201,457,806.
- Added the business name Saul Wealth.
- February 2026
- Registered or notice-filed in NC.
- December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Saul Wealth Advisors, LLC (CRD 337371): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371