Savlan Wealth Partners
Firm details
- Headquarters
- New City, New York
- CRD number
- 343698
- Registered since
- August 21, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Savlan Wealth Partners operates as a small, individually owned advisory practice. The firm’s public profile is sparse; available attributes indicate it charges clients via a mix of asset-based fees, hourly fees, and fixed-fee arrangements. It does not identify itself as a capital allocator, is not marked as an active ESG investor, and is not presented as a multi-state or newly formed adviser. The firm is not listed as a pension consultant or as having a related adviser relationship.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Joshua Jones
Chief Compliance OfficerCRD 7729171
Contacts
3 of 4
William Kemple
Financial AdvisorCRD 5637911
David Lieblich
Financial Advisor & Tax SpecialistCRD 6064668
Malka Lieblich
Financial AdvisorCRD 6613712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New City, NY
Rockland
Location
New City, NY
Headquartered in New City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Rockland
- Address
- 130 Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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