$167.2M Total AUM
$161.1M Disc. AUM
-- 3Y CAGR
3 Employees
465 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2016
- Office Locations
- 1
Office Locations
6099 Frantz Road Dublin OH
About Safe Harbor Wealth Advisors, LLC
Safe Harbor Wealth Advisors is an Ohio RIA focused on retirement-oriented planning, pairing financial planning and insurance/Medicare considerations with portfolio construction using ETFs and mutual funds. The firm highlights buffered index strategies and a “Color of Money” risk-tolerance analysis to guide allocations, and custodies client assets at Charles Schwab.
Team overview
47 AVG AGE
$55.7M AVG AUM / ADVISOR
$359.6K AVG AUM / CLIENT
8.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Owner & Executives
CORY JOSEPH SICKLES
Chief Executive Officer, Wealth Advisor
- CRD
- #6319909
- Ownership
- Less than 5%
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Available
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HOLLY VEECK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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NICHOLAS MURRAY GROVES
Vice President
- CRD
- #5205751
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,077,849 | $153,847 |
| Non-Discretionary | $6,122,878 | $161,128 |
| Total | $167,200,727 | $154,102 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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