This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$130MItem 5.F on the latest filing (2026-03-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$130M

Private client RAUM

$130MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$43.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

586

Individual clients

269

High net worth clients

77

SEC number

801-121650

CRD

169659

Filings on the tape

10

First filed

Jun 1, 2021

Latest filed

Mar 29, 2026

Organised

Limited Liability Company, FL

Website

retirementpeaceroadmap.org

• Occurred

  Jun 1, 2021
  First Form ADV filing

  Safe Harbor Fiduciary, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2e1ef5a1-fda3-fdc7-9e77-9bedc24be45d

First observed

Jun 1, 2021

Last observed

Mar 29, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.