SAFE HARBOR WEALTH ADVISORS, LLC
CRD #284613 SEC #801-129860 DUBLIN, OH 614-760-0670
SEC Registered
Total AUM
$162.7M
Discretionary
$161.5M
Employees
3
Clients
251
Accounts
1,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $162.7M | $161.5M | $1.2M | 3 | 1 |
| Oct 2025 | $128.8M | $128.8M | $8K | 3 | 1 |
| Jan 2025 | $128.8M | $128.8M | $8K | 3 | 1 |
| Nov 2024 | $126.5M | $126.5M | $0 | 3 | 0 |
| Apr 2024 | $101.6M | $100.9M | $668K | 3 | 0 |
| Mar 2024 | $101.6M | $100.9M | $668K | 3 | 0 |
DateNov 2025
Total AUM$162.7M
Discretionary$161.5M
Non-Disc.$1.2M
Employees3
Clients1
DateOct 2025
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$8K
Employees3
Clients1
DateJan 2025
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$8K
Employees3
Clients1
DateNov 2024
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$101.6M
Discretionary$100.9M
Non-Disc.$668K
Employees3
Clients0
DateMar 2024
Total AUM$101.6M
Discretionary$100.9M
Non-Disc.$668K
Employees3
Clients0