# Safe Harbor Assets

Safe Harbor Assets is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** https://safeharborassets.com

## Regulatory record

- **CRD number:** 324397
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324397

## About

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.

## People

- Jack Wadsworth — 100% owner
- Jack Wadsworth — Registered Investment Advisor Representative

## Questions

### Who runs investment decisions at Safe Harbor Assets?

No named principals or investment committee members for Safe Harbor Assets are available in public records. The firm has not disclosed its leadership structure, making it impossible to identify who makes investment decisions.

### 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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Last updated: 2026-08-11T15:08:04.536Z

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