Savlan Wealth Partners registers with the SEC (New City, NY)

New SEC-registered adviser · CRD 343698 · 801-137158 · effective 2026-08-21

Effective 2026-08-21. 11 employees (5 advisory), $232M regulatory AUM across 688 accounts. Notice-filed in MA, NJ, NY, FL. Limited Liability Company (NY).

10+ employees

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance