Safe Harbor Wealth Advisors, LLC
Safe Harbor Wealth Advisors, LLC is an SEC-registered mass-market adviser in Dublin, OH with $167.2M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Safe Harbor Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284613, SEC 801-129860, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $167.2M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- Dublin, OH
- Employees
- 3
- Clients
- 465
- CRD
- 284613
- Ownership
- SAFE HARBOR INTERMEDIATE, LLC; MERAKI PRIVATE EQUITY, LLC; SAVE HARBOR HOLDCO 2, INC.; SAFE HARBOR HOLDCO 1, INC.; SICKLES, CORY, JOSEPH
How much AUM does Safe Harbor Wealth Advisors, LLC have?
Safe Harbor Wealth Advisors, LLC reported $167.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Safe Harbor Wealth Advisors, LLC?
Disclosed owners and executives of Safe Harbor Wealth Advisors, LLC include SAFE HARBOR INTERMEDIATE, LLC, MERAKI PRIVATE EQUITY, LLC, SAVE HARBOR HOLDCO 2, INC., SAFE HARBOR HOLDCO 1, INC., SICKLES, CORY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.