# Safira Wealth Management LLC

> Safira Wealth Management LLC is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 290142
- Filed as: SAFIRA WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Geneva, Switzerland
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290142
- AdvisorCensus page: https://advisorcensus.com/firm/safira-wealth-management-llc-geneva-290142

## Quick answers

**How is Safira Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Safira Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Safira Wealth Management LLC located?**
Safira Wealth Management LLC's principal office is in Geneva, Switzerland, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Safira Wealth Management LLC registered with the SEC or a state?**
Safira Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290142.

**How much does Safira Wealth Management LLC manage?**
Safira Wealth Management LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 24, 2026.

**How have Safira Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Safira Wealth Management LLC: Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2026 data. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Safira Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290142

**Does Safira Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "Minimum Account Size — Safira recommends, but does not require, a minimum account size of $1 Million."

**What changed in Safira Wealth Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Aventura, FL. No longer lists an office in Miami, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: $1,000,000

> Minimum Account Size — Safira recommends, but does not require, a minimum account size of $1 Million.

- Minimum annual fee: $10,000

> There is a minimum fee of $10,000 per annum. Safira, at its discretion, may waive the minimum fee in certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Aventura, FL

### Websites listed on Form ADV (Item 1.I)
- safirawealth.com/en

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | March 25, 2021 |
| October 2022 | $0 | 1 | March 31, 2022 |
| October 2023 | $0 | 1 | March 31, 2023 |
| October 2024 | $0 | 1 | March 28, 2024 |
| October 2025 | $0 | 1 | March 28, 2024 |
| October 2026 | $0 | 1 | July 24, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2026 data.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Aventura, FL.
- No longer lists an office in Miami, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safira Wealth Management LLC (CRD 290142): Form ADV filing data as of October 2026.