SAFRAN WEALTH ADVISORS, LLC

SAFRAN WEALTH ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 152161). Regulatory assets under management: $132.9M.

Registration

• CRD: 152161
• SEC file number: 801-70797
• Type: Registered investment adviser
• Location: 641 LEXINGTON AVE., 14TH FLOOR, NEW YORK, NY, 10022
• Phone: 212-328-9530
• Latest filing: 2026-03-30
• Regulatory AUM: $132.9M
• Discretionary AUM: $132.9M
• Clients: 2
• Accounts: 425

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search