SAFE HARBOR WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$167,200,727
Discretionary
$161,077,849
Non-discretionary
$6,122,878
Firm details
- CRD number
- 284613
- SEC file number
- 801-129860
- Main office
- DUBLIN, OH, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://SAFEHARBOROH.NET/
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.