SFR Wealth LLC

Overview

SFR Wealth LLC is organized as a limited liability company and is registered in Pennsylvania. The firm is owned by an individual and focuses on serving individuals and small businesses through financial planning and portfolio management. Its compensation model includes percentage-of-assets and fixed-fee arrangements. The firm's regulatory snapshot indicates a narrow, single-state footprint rather than a multi-state advisory platform. It is not identified as a capital allocator and does not list ESG investing among its activities. An industry affiliation with an insurance company appears in the record, which may reflect distribution or product relationships rather than separate advisory units.

Assets & Accounts

Location & Offices