CRD: 152161
Safran Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2009
- Office Locations
- 1
Office Locations
About Safran Wealth Advisors, LLC
Safran Wealth Advisors is an SEC-registered RIA in New York City providing ongoing financial planning and portfolio management for individuals and multi-generational families, especially those navigating life transitions. The firm builds diversified, low-cost portfolios using index/passive investments and designs allocations for both wealth creation and income distribution. As a fee-only fiduciary that does not earn commissions, it custody-supports clients at Charles Schwab.
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Owner & Executives
ERIKA SAFRAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2007514
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,932,668 | $312,783 |
| Non-Discretionary | $0 | -- |
| Total | $132,932,668 | $312,783 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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