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SAFIR WEALTH ADVISORS, LLC

CRD 285848 · SEC 801-108709

Visit website

MA, United States

Phone

(603) 430-6001

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.2M

Discretionary AUM

$198.2M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals18$9.1M
High net worth individuals49$189.1M

States served

MA, NY, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD