This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SAVLAN WEALTH PARTNERS

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 3, 2013

First registration

Jan 30, 2026

Dual registered

no

IAPD individual key

6064668

• Occurred

  Sep 16, 2026
  Advisor changed firm

  David Lieblich left Commonwealth Financial Network for Savlan Wealth Partners (registered 2026-09-17)

  Form ADVobserved today
• Occurred

  Aug 10, 2026
  Advisor owns new adviser

  David Lieblich, registered through Commonwealth Financial Network (New City, NY), is a direct owner of Savlan Wealth Partners, an adviser first registered 2026-08-10; in 2023-2025, 51 of 59 such owners registered at this class of firm moved to the new adviser within a year, median 51 days after the filing

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0be75f97-ac62-fd4d-8e97-fa562e766f07

First observed

Jan 30, 2026

Last observed

Sep 18, 2026 29 h ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.