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Safe Harbor Assets
Safe Harbor Assets is a fiduciary and Registered Investment Advisory Firm operating as Wadsworth Wealth Management LLC DBA Safe Harbor Assets.
Overview
Safe Harbor Assets is a fiduciary and Registered Investment Advisory Firm operating as Wadsworth Wealth Management LLC DBA Safe Harbor Assets. It offers discretionary and non-discretionary asset management and financial planning on a fee basis, with a focus on low costs and compounding. The firm became registered to offer investment advisory services in 2023.
General information
Firm type
Multi Family Office
Year founded
2022
Principals
Jack Wadsworth
100% owner
Jack Wadsworth
Registered Investment Advisor Representative
Frequently asked questions
Does Safe Harbor Assets participate in fund commitments or only direct deals?
Safe Harbor Assets has not disclosed its investment vehicle preferences. There is no public evidence of fund commitments, direct investments, or co-investment activity.
What investment stages does Safe Harbor Assets typically target?
The target investment stages of Safe Harbor Assets are unknown. No portfolio companies or deals have been publicly associated with the firm.
Which sectors does Safe Harbor Assets explicitly avoid?
Safe Harbor Assets has not published any sector exclusion policies. Its investment universe remains entirely unobserved in public sources.
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