SAFIR WEALTH ADVISORS, LLC
Adviser information for SAFIR WEALTH ADVISORS, LLC last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 70 | $141.7M |
| Non-Discretionary | 0 | $0 |
| Total | 70 | $141.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 33 | $17.5M |
| HNW Individuals | 37 | $124.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
63 NIBLICK LANEGREENLAND
NH
United States
Monday - Friday, 9:00AM �- 5:00PM
Tel: (603) 430-6001, Fax: None
Chief Compliance Officer
ANDREW M. SAFIR
PRINCIPAL AND PRIVATE WEALTH ADVISOR
63 NIBLICK LANE
GREENLAND
NH
United States
Tel:
(603) 430-6001
A*****@****************M
(Full email address available in API data)
Regulatory Contact
EDWIN T. SAFIR
PRINCIPAL
63 NIBLICK LANE
GREENLAND
NH
United States
Tel:
(603) 430-6001
T**@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAFIR, ANDREW, MAXWELL | Individual | – | MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 01/2017 | 50-75% |
| SAFIR, EDWIN, THEODORE | Individual | – | MEMBER, PRINCIPAL | 01/2017 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 48M | 96K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 13M | 36K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 13M | 168K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 9M | 49K | – |
| VANGUARD INDEX FDS | VALUE ETF | 9M | 56K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 9M | 147K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 6M | 85K | – |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 6M | 82K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 4M | 25K | – |
| ISHARES TR | SHRT NAT MUN ETF | 2M | 20K | – |
| ISHARES TR | NATIONAL MUN ETF | 2M | 19K | – |
| MICROSOFT CORP | COM | 304K | 680 | – |
| APPLE INC | COM | 253K | 1K | – |
| PEPSICO INC | COM | 233K | 1K | – |
| EXXON MOBIL CORP | COM | 211K | 2K | – |