David Lieblich
Savlan Wealth Partners · New City, New York
David Lieblich is a fee-only financial advisor at Savlan Wealth Partners in New City, New York, who holds the CFP credential. Savlan Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Savlan Wealth Partners |
|---|---|
| Based in | New City, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $231.8M across 688 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6064668 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.savlanwealth.com |
How David's firm compares
- Savlan Wealth Partners's average account is about $337,000, from its Form ADV (assets managed divided by 688 accounts).
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Questions about David
Is David Lieblich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Savlan Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Savlan Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Lieblich based?
David Lieblich is based in New City, New York.
What credentials does David Lieblich hold?
David Lieblich holds the CFP credential.
Is David Lieblich registered with the SEC?
Yes. David Lieblich is registered as an investment adviser representative in NY (CRD 6064668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savlan Wealth Partners manage?
Savlan Wealth Partners reports $231.8M across 688 accounts in assets under management.
How do I contact David Lieblich?
Through David's website, www.savlanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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