Irfan Bhabhrawala
Professional summary
Irfan Bhabhrawala, CFP® is a registered financial advisor currently at ARBOR FINANCIAL located in Ann Arbor, Michigan and SAX WEALTH ADVISORS, LLC located in Ann Arbor, Michigan.
Irfan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Irfan has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Irfan Bhabhrawala's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
October 5, 2015 - Present
ARBOR FINANCIAL
Office #1: 116 E. Washington St. Suite 210, Ann Arbor, MI 48104February 2, 2026 - Present
SAX WEALTH ADVISORS, LLC
Office #1: 116 E. Washington St Suite 210, Ann Arbor, MI 48103October 21, 2014 - November 14, 2017
DBA ARBOR FINANCIAL SERVICES
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2015)
(2/6/2026)
(8/29/2024)
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
Red Flags
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