| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Joseph Sickles Control | Ceo | Under 5% | 2016 |
| Holly Veeck Control | Chief Compliance Officer | Under 5% | 2017 |
| Safe Harbor Intermediate, LLC Control | Member | Over 75% | 2025 |
Safe Harbor Wealth Advisors, LLC reports $162.7 million in regulatory assets under management on its Form ADV.
Safe Harbor Wealth Advisors, LLC reports 3 employees.
Safe Harbor Wealth Advisors, LLC is based in Dublin, OH and has been SEC-registered since 2024.
Safe Harbor Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6099 Frantz Road, Dublin, OH 43017 |
| Phone | 614-760-0670 |
| Fax | 614-760-0675 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $161.5M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $162.7M |