Data / Investment advisers / Florida / Saul Wealth Advisors, LLC
Saul Wealth Advisors, LLC, Miami, FL: $201 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Saul Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $201 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Saul Wealth Advisors, LLC (CRD number 337371): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 337371
- SEC file number
- 801-134230
- SEC status
- Approved, effective August 28, 2025
- Main office
- 700 Ne 26th Terrace Unit 3203, Miami, FL 33137
- Phone
- (212) 457-1990
- Website
- saulwealthadvisors.com
- Regulatory AUM
- $201,457,806 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $75,967,860
- Non discretionary AUM
- $125,489,946
- Accounts
- 349
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $177.6 million |
| Individuals (other than high net worth individuals) | 39 | $18.8 million |
| Corporations or other businesses | Fewer than 5 | $4.6 million |
| Business development companies | 3 | $495,589 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $201.5 million | March 30, 2026 |
| December 1, 2025 | Not listed | November 25, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 021 Investments LLC | Miami | $205 million | 3 | adviserinfo.sec.gov |
| Guardant Wealth Advisors | Miami | $204.4 million | Not listed | adviserinfo.sec.gov |
| Alianza Corp. Investment Advisor | Miami | $204.1 million | Not listed | adviserinfo.sec.gov |
| Simetria Advisory Group LLC | Miami | $201.6 million | Not listed | adviserinfo.sec.gov |
| Level One Fund | Miami | $201.5 million | 2 | adviserinfo.sec.gov |
| Balance Capital Partners L.P. | Miami | $195.7 million | 2 | adviserinfo.sec.gov |
| Numa | Miami | $192.7 million | Not listed | adviserinfo.sec.gov |
| Calumet Capital Partners LLC | Miami | $191 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Saul Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.