# 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.

- CRD: 337371
- Filed as: SAUL WEALTH ADVISORS, LLC
- Also doing business as: SAUL WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337371
- AdvisorCensus page: https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371

## Quick answers

**How 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).

**How much does Saul Wealth Advisors, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> There is a $5,000,000 minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Capital Markets, LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $201,457,806
- Discretionary: $75,967,860
- Non-discretionary: $125,489,946

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $18,838,234 |
| High net worth individuals | 64 | $177,560,668 |
| Business development companies | 3 | $495,589 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,563,315 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- saulwealthadvisors.com
- LinkedIn @matthew-j-saul-cfp-cpwa-clu-chfc-cepa-305b8337

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Saul Wealth Advisors, LLC (CRD 337371): Form ADV filing data as of October 2026.