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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2023
- Office Locations
- 1
Office Locations
About Safe Harbor Assets
Safe Harbor Assets (Wadsworth Wealth Management LLC) is a California-registered fiduciary RIA offering discretionary and non-discretionary portfolio management and hourly financial planning (retirement, college, budgeting, estate and risk reviews). The firm emphasizes low-cost implementation to support long-term compounding; its managed accounts are implemented primarily with ETFs and can be custodied at Charles Schwab.
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Owner & Executives
TOMMY JACK WADSWORTH
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7668428
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,039,758 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,039,758 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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