SAFETY OF PRINCIPLE WEALTH MANAGEMENT

SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CORAL SPRINGS, FL. The firm manages approximately $4 million in...

SAFETY OF PRINCIPLE WEALTH MANAGEMENT

SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CORAL SPRINGS, FL. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Wealth Manager

Location

Region

North America

Country

United States

Corporate office

United States

Is Safety of Principle Wealth Management a family office?

No. Public records from the SEC classify the firm as a registered investment adviser (RIA), not a family office. It operates as a wealth management firm serving individuals and institutions.

What is the firm's investment strategy?

Specific investment strategy details are not publicly available. As an SEC-registered adviser, the firm likely provides tailored portfolio management services using a range of asset classes including equities, fixed income, and cash.

Who are the firm's principals?

Named principals are not listed in public sources. The firm's SEC registration does not identify specific individuals as managing members or investment decision-makers.

Does the firm manage assets for a single family?

There is no public evidence that Safety of Principle Wealth Management operates as a single-family office. Its regulatory classification suggests it serves multiple clients as a traditional wealth manager.

What is the firm's AUM?

The firm does not publicly disclose AUM figures. The firm's SEC ADV filing, if any, has not been made available for review.

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