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Member, Principal and Chief Compliance Officer · Safir Wealth Advisors, LLC

Andrew M. Safir

CRD 5951152 · Named on Form ADV at one SEC-registered adviser

At a glance

Safir Wealth Advisors, LLC, an SEC-registered wealth manager with $198 million in regulatory assets, lists Andrew M. Safir on its Form ADV as Member, Principal and Chief Compliance Officer, a control person.

Firms and roles

  • Safir Wealth Advisors, LLCMember, Principal and Chief Compliance OfficerWealth manager · United States · $198M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.