The Lucius Family Revocable Trust
MemberSafe Harbor Wealth Advisors, LLC
About The Lucius Family Revocable Trust
The Lucius Family Revocable Trust is listed as Member at Safe Harbor Wealth Advisors, LLC in Dublin, OH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Safe Harbor Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does The Lucius Family Revocable Trust work?
The Lucius Family Revocable Trust is listed as Member at Safe Harbor Wealth Advisors, LLC on SEC Form ADV.
How much of Safe Harbor Wealth Advisors, LLC does The Lucius Family Revocable Trust own?
Form ADV reports a beneficial ownership band of Over 75%.
Safe Harbor Wealth Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |