# Safe Money Solutions, LLC

> 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.

- CRD: 283832
- Filed as: SAFE MONEY SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283832
- AdvisorCensus page: https://advisorcensus.com/firm/safe-money-solutions-llc-283832

## Quick answers

**How is Safe Money Solutions, LLC compensated?**
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.

**Is Safe Money Solutions, LLC registered with the SEC or a state?**
Safe Money Solutions, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283832.

**How much does Safe Money Solutions, LLC manage?**
Safe Money Solutions, LLC reports $72,263,950 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (0% discretionary).

**What types of clients does Safe Money Solutions, LLC serve?**
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).

**Does Safe Money Solutions, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $72,263,950
- Discretionary: $0
- Non-discretionary: $72,263,950

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $197,034 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $72,066,916 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trupianoassociates.com
- LinkedIn @anthonytrupiano

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safe Money Solutions, LLC (CRD 283832): Form ADV filing data as of October 2026.