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- Custodian
- JP Morgan ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2016
- Office Locations
- 1
Office Locations
About Saling Wealth Advisors
Saling Wealth Advisors is a Louisville, KY RIA providing comprehensive wealth management for multigenerational families, professionals, and businesses. The team partners with clients on collaborative financial planning, investment management, and ongoing implementation and monitoring through life transitions, using a globally diversified approach aligned to each plan. Custody includes Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC JAMES SALING
Chief Executive Officer, Wealth Advisor
- CRD
- #5522503
- Ownership
- 50% but less than 75%
Tendai Kelly Charasika
CHIEF STRATEGY OFFICER, Relationship Manager
- CRD
- #7232455
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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MEGAN DANT
Financial Planner
- CRD
- #6601737
Christian P Doyle
Financial Planner
- CRD
- #7567419
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $580,185,996 | $693,173 |
| Non-Discretionary | $37,466,980 | $645,982 |
| Total | $617,652,976 | $690,115 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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