Safir Wealth Advisors, LLC

RIASEC Registered
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$1.1M
Accounts
186
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
285848
Registered since
December 6, 2016
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI95.43%
  • Individuals4.57%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Safir Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2016. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangement includes a percentage-of-AUM model alongside hourly and fixed-fee options. Safir is not positioned as a capital allocator, does not emphasize ESG investing, and is classified as a limited liability company under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 11%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%75%
  • Exchange Traded Equities75%
  • US Government Bonds11%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Edwin Safir

    Edwin Safir

    Principal And Chief Compliance OfficerCRD 408951

Contacts

1 of 1
  • Andrew Safir

    Andrew Safir

    PrincipalCRD 5951152

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$154M in ETFs

Passive

92%

$141M

Active

0%

$12.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$66M94,20942.84%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth