SAFE HARBOR WEALTH MANAGEMENT, LLC

SAFE HARBOR WEALTH MANAGEMENT, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 156743). Regulatory assets under management: $29.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 156743
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156743 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search