RIA Intel›Advisers›Ohio›SAFE HARBOR WEALTH MANAGEMENT, LLC

SAFE HARBOR WEALTH MANAGEMENT, LLC

Advisory

DUBLIN, OH

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$108K

across 269 accounts

AUM per adviser

$10M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$29M

Discretionary %

99.8%

Clients

173

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$51K

Discretionary %99.8%

Total Clients173

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

173 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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BEHLKE, THOMAS WILLIAM

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STRATEGIC RESOURCES PLANNING

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0.0% 1Y

STAGE READY FINANCIAL PLANNING LLC

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WHAT ABOUT US FINANCIAL LLC

$29M

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