$201.5M Total AUM
$76.0M Disc. AUM
-- 3Y CAGR
4 Employees
121 ADV. Clients
0 yrs Firm Age
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2025
- Office Locations
- 1
Office Locations
700 NE 26th Terrace Unit 3203 Miami FL
About Saul Wealth Advisors, LLC
Saul Wealth Advisors, LLC is a Miami-based RIA. The firm has been operating for 0 years. Managing $201.5M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$201.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.9 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
M
MATTHEW J SAUL
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5296657
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,967,860 | $279,294 |
| Non-Discretionary | $125,489,946 | $1,629,740 |
| Total | $201,457,806 | $577,243 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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Available Municipal Bonds:
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Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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