Savlan Wealth Partners Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343698
· SEC file 801-137158
· New City, NY
· www.savlanwealth.com
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ADV data as of Aug 10, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 11
AUM over time
$0
$0
Jul 24, 2026
Aug 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗