Safe Money Solutions, Llc
- Regulatory AUM
- $72.3M
- Discretionary
- $0
- Clients
- 6
- Avg AUM / client
- $12.0M
- Accounts
- 7
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $197K | 0.27% |
| Pension and profit sharing plans | 6 | $72.1M | 99.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Vollers, Inc. 401(k) Savings Plan Vollers, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Rocco Trupiano | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Vollers, Inc. 401(k) Savings Plan | Vollers, Inc. | 105 | $12.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOLICITOR FEES
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Principal Securities, Inc. $14.7M (20% of AUM) Jan 2026
- Vanguard Marketing Corporation $3.0M (4% of AUM) Jan 2026
- Charles Schwab & Co. $197K (0% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗