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SAFE HARBOR WEALTH ADVISORS, LLC
CRD 284613 · SEC 801-129860
6099 FRANTZ ROAD, DUBLIN, OH, 43017, United States
Phone
614-760-0670
Fax
614-760-0675
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.2M
Discretionary AUM
$161.1M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 428 | $108.5M |
| High net worth individuals | 37 | $58.7M |
States served
KY, NC, OH, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD