Savlan Wealth Partners

Overview

Savlan Wealth Partners LLC is a newly formed, privately owned wealth advisory firm that registered with the SEC in 2026. The firm describes itself as a capital allocator and provides a mix of financial planning and discretionary portfolio services. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM billing option as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices