Verified 10 Nov 2026
Saul Wealth Advisors, LLC
Saul Wealth Advisors, LLC is a Miami adviser that calls itself a boutique virtual family office for entrepreneurs, business owners preparing for a sale and multi-generational families. It coordinates investments, tax planning, estate planning and liquidity decisions across a client's other advisors. Its Form ADV filed on 30 March 2026 reported $201 million in regulatory assets for 64 clients.
- Type
- Multi-family office
- Location
- Miami, Florida, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $201M regulatory AUM (Form ADV, filed 2026-03-30)
- Latest fund or filing
- 30 Mar 2026
- Website
- www.saulwealthadvisors.com
Contacts on file
For Saul Wealth Advisors, LLC, the paid file holds: 1 named decision-maker with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/337371
- reports.adviserinfo.sec.gov/reports/ADV/337371/PDF/337371.pdf
- www.saulwealth.com/
- www.saulwealthadvisors.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
Family offices in Miami and South Florida (23)Family offices in Florida (40)Family offices in the Southeast (72)Family offices that invest in fixed income (93)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)