RIA Intelligence

SAUL WEALTH ADVISORS, LLC

CRD #337371 SEC #801-134230 MIAMI, FL 212-457-1990
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
4
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SAUL, MATTHEW, JIMANAGING PRINCIPAL / CCONA Control
SAUL, MATTHEW, JIMANAGING PRINCIPAL / CCONA Control
SAUL WEALTH ADVISORS, INC.DEOWNERE Control
SAUL WEALTH ADVISORS, INC.DEOWNERE Control
SAUL, MATTHEW, JIMANAGING PRINCIPAL / CCOE Control
SAUL, MATTHEW, JIMANAGING PRINCIPAL / CCOE Control
SAUL, MATTHEW, JIMANAGING PRINCIPAL / CCOE Control

Registrations

Federal

IA
Nov 20, 2025 REGISTERED

Notice Filings (4)

FL NJ NY TX

Address

700 NE 26TH TERRACE
UNIT 3203
MIAMI, FL 33137
United States
Phone: 212-457-1990