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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2016
- Office Locations
- 1
Office Locations
About Safir Wealth Advisors, LLC
Safir Wealth Advisors is a fee-only, fiduciary RIA serving high-net-worth individuals and families approaching or in retirement (typically $2.5M+ investable). The firm provides coordinated guidance across retirement income planning, tax strategy, estate/legacy planning and charitable giving, alongside portfolio management. Portfolios follow a disciplined, evidence-based approach using primarily low-cost index funds, paired with tax-efficient withdrawal strategies. Client assets are custodied through Fidelity.
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Owner & Executives
ANDREW MAXWELL SAFIR
Chief Compliance Officer, PRINCIPAL, Private Wealth Advisor
- CRD
- #5951152
- Ownership
- 50% but less than 75%
EDWIN THEODORE SAFIR
PRINCIPAL, Private Wealth Advisor
- CRD
- #408951
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,182,483 | $1,065,497 |
| Non-Discretionary | $0 | -- |
| Total | $198,182,483 | $1,065,497 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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