{
  "crd_number": 283832,
  "slug": "safe-money-solutions-llc-283832",
  "primary_business_name": "SAFE MONEY SOLUTIONS, LLC",
  "legal_name": "SAFE MONEY SOLUTIONS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-08-29",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 72263950.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 72263950.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 197034.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 72066916.0,
      "count": 6
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NJ"
  ],
  "websites": [
    "https://linkedin.com/in/anthonytrupiano",
    "https://trupianoassociates.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283832",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/safe-money-solutions-llc-283832",
  "display_name": "Safe Money Solutions, LLC",
  "summary": "Safe Money Solutions, LLC is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. Safe Money Solutions, LLC (CRD 283832): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Safe Money Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Safe Money Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Safe Money Solutions, LLC registered with the SEC or a state?",
      "a": "Safe Money Solutions, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283832."
    },
    {
      "q": "How much does Safe Money Solutions, LLC manage?",
      "a": "Safe Money Solutions, LLC reports $72,263,950 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Safe Money Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Does Safe Money Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283832"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/safe-money-solutions-llc-283832.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 197034.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 72066916.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283832",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}