{
  "crd_number": 337371,
  "slug": "saul-wealth-advisors-llc-miami-fl-337371",
  "primary_business_name": "SAUL WEALTH ADVISORS, LLC",
  "legal_name": "SAUL WEALTH ADVISORS, LLC",
  "dbas": [
    "SAUL WEALTH"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-28",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 201457806.0,
  "raum_discretionary": 75967860.0,
  "raum_non_discretionary": 125489946.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 18838234.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 177560668.0,
      "count": 64
    },
    "corporations_other_businesses": {
      "raum": 4563315.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 495589.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/matthew-j-saul-cfp-cpwa-clu-chfc-cepa-305b8337",
    "https://saulwealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337371",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371",
  "display_name": "Saul Wealth Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Saul Wealth Advisors, LLC (CRD 337371): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Saul Wealth Advisors, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Saul Wealth Advisors, LLC charge?",
      "a": "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); Hourly rate: $500 to $1,000 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Saul Wealth Advisors, LLC located?",
      "a": "Saul Wealth Advisors, LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Saul Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Saul Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337371."
    },
    {
      "q": "How much does Saul Wealth Advisors, LLC manage?",
      "a": "Saul Wealth Advisors, LLC reports $201,457,806 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (38% discretionary)."
    },
    {
      "q": "What types of clients does Saul Wealth Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Saul Wealth Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Saul Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Saul Wealth Advisors, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Saul Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $0 to $201,457,806. Added the business name Saul Wealth."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $201,457,806.",
        "Added the business name Saul Wealth."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 to $1,000 an hour (Financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000"
        ],
        "quotes": [
          "There is a $5,000,000 minimum account size to open and maintain an advisory account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 to $1,000 an hour (Financial planning services)"
        ],
        "quotes": [
          "Hourly fees range from $ 500 - $1,000 per hour, depending on what is negotiated between SWA and the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 500.0,
          "max": 1000.0,
          "period": "hour",
          "service": "Financial planning services"
        }
      ]
    },
    "quotes": [
      "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",
      "There is a $5,000,000 minimum account size to open and maintain an advisory account.",
      "Hourly fees range from $ 500 - $1,000 per hour, depending on what is negotiated between SWA and the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Capital Markets, LLC",
      "name_as_filed": "BNY MELLON CAPITAL MARKETS, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 18838234.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 64,
      "fewer_than_5": false,
      "raum": 177560668.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 495589.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 4563315.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337371",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}