Irfan Bhabhrawala

Employer firm

Sax Wealth Advisors, LLC CRD 119193

$3.60B regulatory AUM 59 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-02-06
MI	RA	APPROVED	2026-02-02

NJ RA
APPROVED

Since 2026-02-06
MI RA
APPROVED

Since 2026-02-02

Branch Locations

116 E. Washington St Suite 210, Ann Arbor, MI 48104 • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Arbor Financial Planning	Ann Arbor	MI	09/2015	Present
Sax Wealth Advisors, Llc	Parsippany	NJ	01/2026	Present

09/2015 → Present

Arbor Financial Planning

Ann Arbor, MI
01/2026 → Present

Sax Wealth Advisors, Llc

Parsippany, NJ

Previous Registrations

2015-10-05 → 2026-06-09

Arbor Financial

Ann Arbor, MI
2014-10-21 → 2017-11-14

Dba Arbor Financial Services

Ann Arbor, MI

Other Businesses

I OWN 1 SMALL RENTAL INCOME PROPERTY JOINTLY WITH MY WIFE. THERE IS NOT A SEPARATE BUSINESS NAME ESTABLISHED FOR THIS PROPERTY. WE ACQUIRED THE PROPERTY IN 2012. I SPEND APPROXIMATELY 1 HOUR PER MONTH (MAINLY ON WEEKENDS) ON WORK RELATED TO THIS PROPERTY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-01

S65 Uniform Investment Adviser Law Examination

2014-07-01

Designations

Certified Financial Planner

View on SEC IAPD