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Safe Harbor Wealth Advisors, LLC Info

Safe Harbor Wealth Advisors, LLC info

Safe Harbor Wealth Advisors, LLC (SEC CIK 2105610) first filed with the SEC on 2026-02-13 (Form 13F-HR) and has filed 1 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 6099 FRANTZ RD, DUBLIN, OH, 43017.

  • Name: Value Safe Harbor Wealth Advisors, LLC.
  • SEC CIK: Value 2105610.
  • State of organization: Value OH.
  • Business address: Value 6099 FRANTZ RD, DUBLIN, OH, 43017.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameSafe Harbor Wealth Advisors, LLC
SEC CIK2105610
State of organizationOH
Business address6099 FRANTZ RD, DUBLIN, OH, 43017
Mailing address6099 FRANTZ RD, DUBLIN, OH, 43017
Phone6147606070
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-02-13 (Form 13F-HR)
Latest SEC filing2026-02-13 (Form 13F-HR)
Filings on EDGAR1
First Form 13F-HR2026-02-13 (quarter ended 2025-12-31)
Latest Form 13F-HR2026-02-13 (quarter ended 2025-12-31)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-02-13

Filings by Year

YearFilingsForm 13F-HR
202611

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