SEC Form ADV · CIK 1830103

SAFIR WEALTH ADVISORS, LLC

Firm profile: Safir Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$198.2M

Assets Under Management

186

Total Clients

Employees

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Registration Details

CIK: 1830103
Accession: CRD-285848
Filing Date: January 30, 2026
AUM: $198.2M
Total Clients: 186
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SAFIR WEALTH ADVISORS, LLC is a registered investment adviser, managing approximately $198.2M in assets across 186 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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