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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Safe Harbor Wealth Advisors LLC
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|---|---|
| CRD # | 284613 |
| SEC # | 801-129860 |
| CIK # | |
| AUM | $128.8 M (2025-01-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-760-0670 |
| Address | 6099 Frantz Road Dublin, OH 43017 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 389 | 89.8 |
| (b) Individuals (high net worth individuals) | 25 | 39.0 |
| (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 | 952 | 128.8 |
| By Discretionary | ||
| Discretionary | 951 | 128.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 952 | 128.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.8 | |
| Total | 952 | 128.8 |
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|---|---|---|
|
Northlanding Financial Partners LLC
✚
|
NY | 0.1 |
|
Providence Wealth Management LLC
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TN | 0.1 |
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Bestgate Wealth Advisors LLC
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MD | 0.1 |
|
Laguna Wealth Advisors LLC
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0.1 | |
|
PSC Financial LLC
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MN | 0.1 |
|
HOFF Brothers LLC
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WI | 0.1 |
|
Heritage Capital LLC
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|
CT | 0.1 |
|
Entruity Wealth LLC
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|
CA | 0.1 |
|
Fortis Portfolio Solutions LLC
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|
IL | 0.1 |
|
Mullins Investment Services LLC
✚
|
VA | 0.1 |