Safira Wealth Management Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Treptow, Robert, Andre | Manager | Oct 2017 (9y) | ≈ 18.75% – 50% via Vichia Capital Llc | |
| Pages, Francisco, Antonio | Member | Jan 2019 (8y) | ≈ 6.25% – 25% via His Grace Group, Llc | |
| Pages, Lermit, Jose | Member | Jan 2019 (8y) | ≈ 6.25% – 25% via His Grace Group, Llc | |
| Pages, Pedro, Alejandro | Director | Jan 2019 (8y) | ≈ 6.25% – 25% via His Grace Group, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vichia Capital Llc | Member | Sep 2017 | A | 25% – 50% |
| His Grace Group, Llc | Member | Sep 2019 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Treptow, Robert, Andre: 75% – 100% of Vichia Capital Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Pages, Francisco, Antonio: 25% – 50% of His Grace Group, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Pages, Lermit, Jose: 25% – 50% of His Grace Group, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Pages, Pedro, Alejandro: 25% – 50% of His Grace Group, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
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) | 06/17/2026 | 1.15 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗