Safir Wealth Advisors, LLC
● SEC registered since 2016CRD 285848SEC# 801-108709
Reg. AUM
$198.2M
Employees
2
Accounts
186
Location
—
Safir Wealth Advisors, LLC assets under management
Safir Wealth Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2016. It reports $198.2 million in regulatory assets under management and employs 2 people.
Safir Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Maxwell Safir Control | Member, Principal And Chief Compliance Officer | 50-75% | 2017 |
| Edwin Theodore Safir Control | Member, Principal | 50-75% | 2017 |
Frequently asked questions
How much does Safir Wealth Advisors, LLC manage?
Safir Wealth Advisors, LLC reports $198.2 million in regulatory assets under management on its Form ADV.
How many employees does Safir Wealth Advisors, LLC have?
Safir Wealth Advisors, LLC reports 2 employees.
Does Safir Wealth Advisors, LLC disclose fund performance?
Safir Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (603) 430-6001 |
| Office hours | 9:00a.m. -- 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1830103 |
| Discloses disciplinary history | No |
Regulatory AUM
$198.2M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$198.2Mregulatory AUM
Discretionary $198.2M