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SAFRAN WEALTH ADVISORS, LLC

NEW YORK, NY · CRD 152161 · IAPD ↗ · safranwealthadvisors.com · 212-328-9530

$132.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — SAFRAN WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2024 — SAFRAN WEALTH ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.