Wealth Manager
    SEC Registered
    Manages Private Funds

    Saling Wealth Advisors

    Registered investment advisor · Louisville, Kentucky · CRD #283226

    Assets Under Management
    $618M
    Client Accounts
    895
    Employees
    11
    CRD Number
    283226
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Saling Wealth Advisors

    Saling Wealth Advisors is a full-service wealth management firm offering financial planning, investment management, and retirement planning. Founded in 2016, it operates as an independent Registered Investment Advisor with a fiduciary duty to clients. The firm employs experienced professionals dedicated to strategic wealth planning.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Saling Wealth Advisors

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    Frequently Asked Questions

    What is Saling Wealth Advisors's AUM?

    Saling Wealth Advisors reports approximately $618M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Saling Wealth Advisors headquartered?

    Saling Wealth Advisors is headquartered in Louisville, Kentucky.

    What is Saling Wealth Advisors's CRD number?

    Saling Wealth Advisors's CRD number is 283226. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Saling Wealth Advisors manage?

    Saling Wealth Advisors manages approximately 895 client accounts according to its latest SEC filing.

    Is Saling Wealth Advisors SEC registered?

    Yes, Saling Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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