← Back to searchVisit website
SAFRAN WEALTH ADVISORS, LLC
CRD 152161 · SEC 801-70797
641 LEXINGTON AVE., 14TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-328-9530
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.9M
Discretionary AUM
$132.9M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $11.0M |
| High net worth individuals | 47 | $121.9M |
States served
CA, LA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD