AdvisorCensus / Financial advisors / New York / New York / Savlan Wealth Partners
Savlan Wealth Partners
Filed as SAVLAN WEALTH PARTNERS · Legal name Savlan Wealth Partners LLC
Savlan Wealth Partners is an SEC-registered investment advisory firm in New City, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Savlan Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Savlan Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Savlan Wealth Partners charge?
Its Form ADV Part 2A brochure dated July 24, 2026 states: Flat fee: up to $25,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Savlan Wealth Partners located?
Savlan Wealth Partners' principal office is in New City, NY, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Savlan Wealth Partners registered with the SEC or a state?
Savlan Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343698.
How much does Savlan Wealth Partners manage?
Savlan Wealth Partners reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Does Savlan Wealth Partners 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/343698
Does Savlan Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated July 24, 2026 says: "Savlan Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account."
What changed in Savlan Wealth Partners' recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Savlan Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.
Flat fee: up to $25,000 (financial planning services)
The brochure's wording
Clients that are receiving financial planning services only and investment management services clients subject to a financial planning services fee are charged a fixed fee ranging up to $25,000
As stated in the firm's Form ADV Part 2A brochure dated July 24, 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$0 as of October 2026, filing dated October 1, 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.DNot reported.
A 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Savlan Wealth Partners LLC
- Also doing business as
- KEMPLE FINANCIAL, LIEBLICH FINANCIAL SERVICES
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 11. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the October 2026 filing
- States registered or notice-filed
-
2 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- September 2026
- Newly registered with the SEC.
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. Savlan Wealth Partners (CRD 343698): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698