Multi-Family OfficeRIA · CRD 337371SEC-Registered

Updated:

Saul Wealth Advisors

SAUL WEALTH ADVISORS, LLC is an SEC-registered investment adviser in Miami, FL, registered since 2025. The firm manages $201 million in assets, with $76...

Saul Wealth Advisors

SAUL WEALTH ADVISORS, LLC is an SEC-registered investment adviser in Miami, FL, registered since 2025. The firm manages $201 million in assets, with $76 million on a discretionary basis. It has 4 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Miami, FL

Corporate office

United States

Frequently asked questions

Is Saul Wealth Advisors a fiduciary?

As a registered investment advisor (RIA), Saul Wealth Advisors is legally required to act as a fiduciary, meaning it must put client interests ahead of its own. This duty applies to all advisory services, unlike broker-dealers, who operate under a suitability standard.

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