Safir Wealth Advisors, LLC

Overview

Safir Wealth Advisors, LLC is an independent registered investment adviser that concentrates on financial planning and portfolio management for individuals and small businesses. SEC registration dates to 2016 and the firm is owned by an individual principal. Their client base is primarily high‑net‑worth individuals and families, and their fee model combines a percentage of assets under management with hourly and fixed fees. Investment activity skews toward equity exposure delivered predominantly through exchange‑traded products rather than direct stock portfolios. The firm is not positioned as a capital allocator, does not provide pension consulting, and is not an active ESG investor. Given the scale and fee arrangements, Safir Wealth appears to run client portfolios with a core equity preference supplemented by fixed income and select manager allocations where appropriate.

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Public Holdings

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Location & Offices