Safir Wealth Advisors, LLC
Safir Wealth Advisors, LLC is an SEC-registered wealth manager with $198.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Safir Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285848, SEC 801-108709, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $198.2M (2026-01-30)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 67
- CRD
- 285848
- Ownership
- SAFIR, ANDREW, MAXWELL; SAFIR, EDWIN, THEODORE; SAFIR, ANDREW, M; SAFIR, EDWIN, T; WINN, CHRISTOPHER, EDWARD
How much AUM does Safir Wealth Advisors, LLC have?
Safir Wealth Advisors, LLC reported $198.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Safir Wealth Advisors, LLC?
Disclosed owners and executives of Safir Wealth Advisors, LLC include SAFIR, ANDREW, MAXWELL, SAFIR, EDWIN, THEODORE, SAFIR, ANDREW, M, SAFIR, EDWIN, T, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.