Safran Wealth Advisors, LLC
● SEC registered since 2009CRD 152161SEC# 801-70797New York, NY
Reg. AUM
$132.9M
Employees
2
Accounts
425
Location
New York, NY
Safran Wealth Advisors, LLC assets under management
Safran Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2009. It reports $132.9 million in regulatory assets under management and employs 2 people.
Safran Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erika Safran Control | Ceo/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Safran Wealth Advisors, LLC manage?
Safran Wealth Advisors, LLC reports $132.9 million in regulatory assets under management on its Form ADV.
How many employees does Safran Wealth Advisors, LLC have?
Safran Wealth Advisors, LLC reports 2 employees.
Where is Safran Wealth Advisors, LLC located?
Safran Wealth Advisors, LLC is based in New York, NY and has been SEC-registered since 2009.
Does Safran Wealth Advisors, LLC disclose fund performance?
Safran Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 641 Lexington Ave., 14th Floor, New York, NY 10022 |
| Phone | 212-328-9530 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.9Mregulatory AUM
Discretionary $132.9M