SAFRAN WEALTH ADVISORS, LLC
SEC RegisteredEXPERT FINANCIAL PLANNING TO HELP YOU REACH YOUR FINANCIAL GOALS
About the firm
Safran Wealth Advisors is a New York based wealth management firm who places your interests first by delivering expert, unbiased financial planning and investment management. They are an SEC Registered Investment Advisor, based in New York City, and act as a fiduciary in every capacity of their service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (goal setting, cash flow analysis, tax planning, insurance analysis, transition planning, retirement planning, estate planning), investment management (diversified low cost portfolios using low cost index and passive investments, wealth creation and income distribution), and wealth management (aligning goals and dreams with values, coordinating with existing resources, recommending strategies, and monitoring progress).
Who they serve
Many types of clients, including multiple generations of families, and clients whose lives are in transition.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $11M |
| High Net Worth Individuals | 47 | $122M |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAFRAN WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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