SAFRAN WEALTH ADVISORS, LLC
CRD #152161 SEC #801-70797 NEW YORK, NY 212-328-9530
SEC Registered
Total AUM
$118.3M
Discretionary
$118.3M
Employees
2
Clients
51
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $118.3M | $118.3M | $0 | 2 | 0 |
| Mar 2024 | $118.7M | $110.8M | $8M | 2 | 0 |
| Mar 2023 | $101M | $98.5M | $2.5M | 2 | 0 |
| Jun 2022 | $141.2M | $131.1M | $10M | 2 | 0 |
| Mar 2022 | $141.2M | $131.1M | $10M | 2 | 0 |
| Apr 2021 | $105.1M | $97.9M | $7.2M | 2 | 0 |
| Mar 2021 | $105.1M | $97.9M | $7.2M | 2 | 0 |
| Jun 2020 | $103.4M | $92.1M | $11.3M | 2 | 0 |
| Mar 2020 | $103.4M | $92.1M | $11.3M | 2 | 0 |
| Mar 2019 | $79M | $73M | $6M | 2 | 0 |
| Mar 2019 | $79M | $73M | $6M | 2 | 0 |
| Nov 2018 | $81.5M | $81.3M | $277.7K | 1 | 0 |
| Mar 2018 | $81.5M | $81.3M | $277.7K | 1 | 0 |
| Mar 2017 | $70.9M | $70.9M | $0 | 1 | 26 |
| Oct 2016 | $71.3M | $71.3M | $0 | 1 | 26 |
| Mar 2016 | $71.3M | $70.9M | $407.4K | 1 | 26 |
| Mar 2015 | $66.5M | $66M | $496.9K | 1 | 26 |
| Mar 2014 | $57.6M | $57.1M | $475.6K | 1 | 26 |
| Mar 2014 | $57.6M | $57.1M | $475.6K | 1 | 26 |
| Mar 2013 | $48.4M | $45.4M | $3M | 1 | 26 |
| Mar 2012 | $40M | $36.8M | $3.2M | 1 | 26 |
| Dec 2010 | $29.5M | $22.8M | $6.7M | 5 | -- |
| Nov 2010 | $29.5M | $22.8M | $6.7M | 5 | -- |
| Oct 2010 | $29.5M | $22.8M | $6.7M | 5 | -- |
| Apr 2010 | $29.5M | $22.8M | $6.7M | 5 | -- |
DateMar 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$118.7M
Discretionary$110.8M
Non-Disc.$8M
Employees2
Clients0
DateMar 2023
Total AUM$101M
Discretionary$98.5M
Non-Disc.$2.5M
Employees2
Clients0
DateJun 2022
Total AUM$141.2M
Discretionary$131.1M
Non-Disc.$10M
Employees2
Clients0
DateMar 2022
Total AUM$141.2M
Discretionary$131.1M
Non-Disc.$10M
Employees2
Clients0
DateApr 2021
Total AUM$105.1M
Discretionary$97.9M
Non-Disc.$7.2M
Employees2
Clients0
DateMar 2021
Total AUM$105.1M
Discretionary$97.9M
Non-Disc.$7.2M
Employees2
Clients0
DateJun 2020
Total AUM$103.4M
Discretionary$92.1M
Non-Disc.$11.3M
Employees2
Clients0
DateMar 2020
Total AUM$103.4M
Discretionary$92.1M
Non-Disc.$11.3M
Employees2
Clients0
DateMar 2019
Total AUM$79M
Discretionary$73M
Non-Disc.$6M
Employees2
Clients0
DateMar 2019
Total AUM$79M
Discretionary$73M
Non-Disc.$6M
Employees2
Clients0
DateNov 2018
Total AUM$81.5M
Discretionary$81.3M
Non-Disc.$277.7K
Employees1
Clients0
DateMar 2018
Total AUM$81.5M
Discretionary$81.3M
Non-Disc.$277.7K
Employees1
Clients0
DateMar 2017
Total AUM$70.9M
Discretionary$70.9M
Non-Disc.$0
Employees1
Clients26
DateOct 2016
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$71.3M
Discretionary$70.9M
Non-Disc.$407.4K
Employees1
Clients26
DateMar 2015
Total AUM$66.5M
Discretionary$66M
Non-Disc.$496.9K
Employees1
Clients26
DateMar 2014
Total AUM$57.6M
Discretionary$57.1M
Non-Disc.$475.6K
Employees1
Clients26
DateMar 2014
Total AUM$57.6M
Discretionary$57.1M
Non-Disc.$475.6K
Employees1
Clients26
DateMar 2013
Total AUM$48.4M
Discretionary$45.4M
Non-Disc.$3M
Employees1
Clients26
DateMar 2012
Total AUM$40M
Discretionary$36.8M
Non-Disc.$3.2M
Employees1
Clients26
DateDec 2010
Total AUM$29.5M
Discretionary$22.8M
Non-Disc.$6.7M
Employees5
Clients--
DateNov 2010
Total AUM$29.5M
Discretionary$22.8M
Non-Disc.$6.7M
Employees5
Clients--
DateOct 2010
Total AUM$29.5M
Discretionary$22.8M
Non-Disc.$6.7M
Employees5
Clients--
DateApr 2010
Total AUM$29.5M
Discretionary$22.8M
Non-Disc.$6.7M
Employees5
Clients--