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
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| SAFRAN, ERIKA | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (7)
CA CT FL LA NJ NY TX
Address
641 LEXINGTON AVE.14TH FLOOR
NEW YORK, NY 10022
United States
Phone: 212-328-9530