RIA Intel›Advisers›Florida›SAFE MONEY SOLUTIONS, LLC

SAFE MONEY SOLUTIONS, LLC

Advisory

FL

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,457

of 2,610 advisers by AUM

Average account

$10M

across 7 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$72M

Discretionary AUM$0

Non-Discretionary AUM$72M

Discretionary %0%

Total Clients6

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BURKART FINANCIAL GROUP, INC.

ST. PETERSBURG, FL

$72M

GLOBAL FINANCIAL ASSET MANAGEMENT, LLC

$72M

$73M

FARNSLEY WEALTH MANAGEMENT, LLC

PORT ST. JOE, FL

$73M

ALLEN C. EWING & CO.

JACKSONVILLE, FL

$73M

BARCLAY BRELAND FAMILY OFFICE LLC

$73M

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