Safran Wealth Advisors, LLC
Safran Wealth Advisors, LLC is an SEC-registered wealth manager in New York, NY with $132.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Safran Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152161, SEC 801-70797, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $132.9M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 2
- Clients
- 98
- CRD
- 152161
- Ownership
- SAFRAN, ERIKA
How much AUM does Safran Wealth Advisors, LLC have?
Safran Wealth Advisors, LLC reported $132.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Safran Wealth Advisors, LLC?
Disclosed owners and executives of Safran Wealth Advisors, LLC include SAFRAN, ERIKA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.