Saling Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 10, 2026, reports $618M in regulatory assets under management, 11 employees, and 895 accounts.
Assets Under Management
$618M
Employees
11
Offices
--
Total Clients
230
Primary office
LOUISVILLE, KY
9750 ORMSBY STATION ROAD, SUITE 102, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.7% of total clients.
Top client categories% of clientsClients
1
HNWI
51.7%
119
2
Individuals
47.0%
108
3
Corporations
0.9%
2
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of March 10, 2026
Discretionary93.9%
$580M
94% of total RAUM93.9%
Non-discretionary6.1%
$37M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$618M
Total Accounts895
10Y AUM Change+$436M (+239.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee21:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.