SAFE MONEY INC.

SAFE MONEY INC. is an SEC-registered investment adviser (CRD 285163). Regulatory assets under management: $25.3M.

Registration

• CRD: 285163
• Type: Registered investment adviser
• Phone: 408-286-8483
• Latest filing: 2026-03-12
• Regulatory AUM: $25.3M
• Discretionary AUM: $25.3M
• Clients: 2
• Accounts: 49

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search