# SAFE HARBOR WEALTH MANAGEMENT, LLC

SAFE HARBOR WEALTH MANAGEMENT, LLC of DUBLIN, OH is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 156743
- Type: SEC-registered investment adviser
- Location: 6099 FRANTZ ROAD, DUBLIN, OH, 43017
- Phone: 614-760-0670
- Latest filing: 2026-04-06
- Regulatory AUM: $29.0M
- Discretionary AUM: $29.0M
- Non-discretionary AUM: $51K
- Clients: 3
- Accounts: 269

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156743/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156743/similar
- Related entities: https://search.stillhousedata.com/firm/156743/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156743

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.