Safir Wealth Advisors, Llc
- Regulatory AUM
- $198M
- Discretionary
- $198M
- Clients
- 67
- Avg AUM / client
- $3.0M
- Accounts
- 186
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026
Investments (13F portfolio — 17 positions, $153,897,949)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $64,145,720 | 93,397 | 41.7% | 32.4% |
| 2 | Vanguard Bd Index Fds | SHORT TRM BOND | $16,650,749 | 213,718 | 10.8% | 8.4% |
| 3 | Vanguard Index Fds | GROWTH ETF | $16,571,339 | 192,377 | 10.8% | 8.36% |
| 4 | Vanguard Index Fds | VALUE ETF | $13,351,892 | 61,267 | 8.68% | 6.74% |
| 5 | Vanguard Specialized Funds | DIV APP ETF | $12,874,714 | 54,411 | 8.37% | 6.5% |
| 6 | Vanguard Bd Index Fds | INTERMED TERM | $11,024,225 | 143,732 | 7.16% | 5.56% |
| 7 | Vanguard Index Fds | EXTEND MKT ETF | $6,670,401 | 27,092 | 4.33% | 3.37% |
| 8 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $5,734,197 | 98,526 | 3.73% | 2.89% |
| 9 | Ishares Tr | NATIONAL MUN ETF | $2,483,738 | 23,079 | 1.61% | 1.25% |
| 10 | Ishares Tr | SHRT NAT MUN ETF | $2,454,772 | 23,056 | 1.6% | 1.24% |
| 11 | Apple Inc | COM | $465,291 | 1,608 | 0.3% | 0.23% |
| 12 | Microsoft Corp | COM | $343,178 | 920 | 0.22% | 0.17% |
| 13 | Exxon Mobil Corp | COM | $250,471 | 1,832 | 0.16% | 0.13% |
| 14 | Johnson & Johnson | COM | $243,049 | 957 | 0.16% | 0.12% |
| 15 | Abbvie Inc | COM | $224,966 | 894 | 0.15% | 0.11% |
| 16 | Primeenergy Resources Corp | COM | $207,611 | 1,244 | 0.13% | 0.1% |
| 17 | Imperial Oil Ltd | COM NEW | $201,636 | 1,800 | 0.13% | 0.1% |
Top 25 of 17 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $9.1M | 4.57% |
| High net worth individuals | 49 | $189M | 95.4% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Maxwell Safir | Member, Principal And Chief Compliance Officer | CFP | Jan 2017 (10y) | 50% – 75% |
| Edwin Theodore Safir | Member, Principal | Jan 2017 (10y) | 50% – 75% |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 934 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $198M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗