← Back to searchVisit website
SAFE HARBOR WEALTH MANAGEMENT, LLC
CRD 156743
6099 FRANTZ ROAD, DUBLIN, OH, 43017, United States
Phone
614-760-0670
Fax
614-760-0675
Registration
— (—)
Source
State registered
Total AUM
$29.0M
Discretionary AUM
$29.0M
Team
3 total employees; 3 advisory reps; 21 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $24.4M |
| High net worth individuals | 2 | $4.3M |
| Other investment advisers | 1 | $366K |
All web addresses on file
Official SEC filing: View on IAPD