SAFE MONEY SOLUTIONS, LLC

SAFE MONEY SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 283832). Regulatory assets under management: $72.3M.

Registration

• CRD: 283832
• Type: Registered investment adviser
• Phone: (407) 322-2555
• Latest filing: 2026-01-20
• Regulatory AUM: $72.3M
• Non-discretionary AUM: $72.3M
• Clients: 2
• Accounts: 7

Business model

Compensation: % of AUM, Other.

Clients served: Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283832 on SEC IAPD (source of record)
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