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Save Harbor Holdco 2, Inc.

MemberSafe Harbor Wealth Advisors, LLC

About Save Harbor Holdco 2, Inc.

Save Harbor Holdco 2, Inc. is listed as Member at Safe Harbor Wealth Advisors, LLC in Dublin, OH. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Safe Harbor Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Save Harbor Holdco 2, Inc. work?

Save Harbor Holdco 2, Inc. is listed as Member at Safe Harbor Wealth Advisors, LLC on SEC Form ADV.

How much of Safe Harbor Wealth Advisors, LLC does Save Harbor Holdco 2, Inc. own?

Form ADV reports a beneficial ownership band of 25-50%.

Safe Harbor Wealth Advisors, LLC

TitleMember
Ownership25-50%
Control personYes
Since2025