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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

SAVLAN WEALTH PARTNERS

SAVLAN WEALTH PARTNERS LLC, CRD 343698

NEW CITY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2c8316f-35ad-01e5-ec10-1f48f5ae6599

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 7
On other graphs: 0
Observed: Aug 10, 2026 to Sep 16, 2026
2 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Commonwealth Financial Network (New City, NY) for Savlan Wealth Partners on the same day

Dated 2026-09-16 (filing); first seen by DFX 2026-09-18.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

SAVLAN WEALTH PARTNERS · destination firm

Advisor Recruiting IntelligenceSep 16, 2026 · seen 2 days ago

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 11
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-137158
CRD: 343698
Filings on the tape: 2
First filed: Aug 10, 2026
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, NY
Website: savlanwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
DAVID LIEBLICH	Certified Financial Planner	NEW CITY, NY	14	1	no
Malka Lieblich	Certified Financial Planner	NEW CITY, NY	12	1	no
Joseph Israel Weber	n/a	NEW CITY, NY	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KEMPLE, WILLIAM, HENRY	FOUNDING PARTNER	C	yes	07/2026	Aug 10, 2026	Aug 10, 2026
LIEBLICH, DAVID	FOUNDING PARTNER/MANAGING PARTNER	D	yes	07/2026	Aug 10, 2026	Aug 10, 2026
Lieblich, Malka	FOUNDING PARTNER	C	yes	07/2026	Aug 10, 2026	Aug 10, 2026
Jones, Joshua, Taylor	CHIEF COMPLIANCE OFFICER	Na	no	07/2026	Aug 10, 2026	Aug 10, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	n/a	3	0	0	3	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COMMONWEALTH FINANCIAL NETWORK	3	Sep 16, 2026	Sep 17, 2026	NEW CITY, NY	Team lift out	Ibd to new firm	0.1%

Relationships

Owns (1)

← Jones, Joshua, TaylorOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 10, 2026 to presentfactForm ADV

Controls (3)

← LIEBLICH, DAVIDOwnerFOUNDING PARTNER/MANAGING PARTNER, ownership code D, individual
Aug 10, 2026 to presentfactForm ADV
← Lieblich, MalkaOwnerFOUNDING PARTNER, ownership code C, individual
Aug 10, 2026 to presentfactForm ADV
← KEMPLE, WILLIAM, HENRYOwnerFOUNDING PARTNER, ownership code C, individual
Aug 10, 2026 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 16, 2026
Team lift-out
3 advisors left Commonwealth Financial Network (New City, NY) for Savlan Wealth Partners on the same day
Form ADVobserved 2 days ago
3 advisors
Occurred
Aug 10, 2026
Advisor owns new adviser
Malka Lieblich, registered through Commonwealth Financial Network (Brooklyn, 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 5 days ago
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 5 days ago
Occurred
Aug 10, 2026
Advisor owns new adviser
William Henry Kemple, registered through Commonwealth Financial Network (East Longmeadow, MA), 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 5 days ago

Show 3 bookkeeping events

Occurred
Sep 17, 2026
Joseph Israel Weber registered as an investment adviser representative at Savlan Wealth Partners
Occurred
Sep 17, 2026
Malka Lieblich registered as an investment adviser representative at Savlan Wealth Partners
Occurred
Sep 17, 2026
David Lieblich registered as an investment adviser representative at Savlan Wealth Partners

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2c8316f-35ad-01e5-ec10-1f48f5ae6599
First observed: Aug 10, 2026
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds 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.

SAVLAN WEALTH PARTNERS

SAVLAN WEALTH PARTNERS LLC, CRD 343698

NEW CITY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2c8316f-35ad-01e5-ec10-1f48f5ae6599

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID LIEBLICH

Certified Financial Planner

NEW CITY, NY

Malka Lieblich

Certified Financial Planner

NEW CITY, NY

Joseph Israel Weber

n/a

NEW CITY, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KEMPLE, WILLIAM, HENRY

FOUNDING PARTNER

yes

07/2026

Aug 10, 2026

LIEBLICH, DAVID

FOUNDING PARTNER/MANAGING PARTNER

yes

07/2026

Aug 10, 2026

Lieblich, Malka

FOUNDING PARTNER

yes

07/2026

Aug 10, 2026

Jones, Joshua, Taylor

CHIEF COMPLIANCE OFFICER

07/2026

Aug 10, 2026

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COMMONWEALTH FINANCIAL NETWORK

Sep 16, 2026

Sep 17, 2026

NEW CITY, NY

Team lift out

Ibd to new firm

0.1%