SAUL Wealth Advisors, LLC
SEC RegisteredTailored Financial Solutions for Entrepreneurs
About the firm
Saul Wealth Advisors offers a 'Personal CFO' service tailored specifically for entrepreneurs, integrating business investments, personal wealth, insurance, tax strategies, and estate planning. With over 15 years of multidisciplinary experience, they provide a family office approach to wealth management for entrepreneurial families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Income tax strategies, estate plan review and monitoring, gifting strategies, tax-deductible insurance strategies, investments and wealth management, captive insurance strategies, professional relationship sourcing, and philanthropic planning.
Who they serve
Entrepreneurs with a $50MM minimum net worth; serving only 50 select families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 39 | $19M |
| High Net Worth Individuals | 64 | $178M |
| Pooled Investment Vehicles | 3 | $496k |
15 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAUL Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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