Safran Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $133M in regulatory assets under management, 2 employees, and 425 accounts.
Assets Under Management
$133M
Employees
2
Offices
--
Total Clients
98
Primary office
NEW YORK, NY
641 LEXINGTON AVE., 14TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
51
2
HNWI
48.0%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of March 30, 2026
Discretionary100.0%
$133M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$133M
Total Accounts425
10Y AUM Change+$62M (+87.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.