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| Safe Harbor Wealth Advisors LLC
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|---|---|
| CRD # | 284613 |
| SEC # | 801-129860 |
| CIK # | 0002105610 |
| AUM | 167.2 M (2026-04-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-760-0670 |
| Address | 6099 Frantz Road Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| Microsoft Corp | 1.2 | ||
| Apple Inc | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Facebook Inc | 1.0 | ||
| World Currency Gold Trust | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 428 | 108.5 |
| (b) Individuals (high net worth individuals) | 37 | 58.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 167.2 |
| By Discretionary | ||
| Discretionary | 1,047 | 161.1 |
| Non-Discretionary | 38 | 6.1 |
| Total | 1,085 | 167.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.2 | |
| Total | 1,085 | 167.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105610] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Aldebaran Capital LLC
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