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Edwin Theodore Safir

Member, PrincipalSafir Wealth Advisors, LLCCRD 408951

About Edwin Theodore Safir

Edwin Theodore Safir is listed as Member, Principal at Safir Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Safir Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Edwin Theodore Safir work?

Edwin Theodore Safir is listed as Member, Principal at Safir Wealth Advisors, LLC on SEC Form ADV.

How much of Safir Wealth Advisors, LLC does Edwin Theodore Safir own?

Form ADV reports a beneficial ownership band of 50-75%.

Safir Wealth Advisors, LLC

TitleMember, Principal
Ownership50-75%
Control personYes
Since2017