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SAFE HARBOR WEALTH ADVISORY, LLC

Company Details

Name: SAFE HARBOR WEALTH ADVISORY, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 23 Aug 2013 (12 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 393331
Place of Formation: IDAHO
File Number: 393331
ZIP code: 83835
County: Kootenai County
Principal Address: 13789 N ORCA TRAIL 13789 N ORCA TRAIL HAYDEN, ID 83835
Mailing Address: 13789 N ORCA TRL HAYDEN, ID 83835-7638

Agent

Name Role Address
ALLAN G BRANDVEIN Agent 13789 N ORCA TRAIL, HAYDEN, ID 83835

Filing

Filing Name Filing Number Filing date
Annual Report 0005796243 2024-07-03
Annual Report 0005369682 2023-08-23
Annual Report 0004830821 2022-07-25
Annual Report 0004343678 2021-07-10
Annual Report 0003951902 2020-08-03
Amendment to Certificate 0003873678 2020-05-10
Annual Report 0003630219 2019-09-27
Statement of Change of Business Mailing Address 0002687266 2018-03-08
Application for Reinstatement 0002687265 2018-02-08
Application for Reinstatement 0000882672 2018-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3318907106 2020-04-11 1094 PPP 13789 N ORCA TRAIL, HAYDEN, ID, 83835-7638
Loan Status Date 2021-03-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19550
Loan Approval Amount (current) 19550
Undisbursed Amount 0
Franchise Name -
Lender Location ID 107707
Servicing Lender Name Numerica CU
Servicing Lender Address 14610 E Sprague Ave, SPOKANE VALLEY, WA, 99216-2146
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HAYDEN, KOOTENAI, ID, 83835-7638
Project Congressional District ID-01
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 107707
Originating Lender Name Numerica CU
Originating Lender Address SPOKANE VALLEY, WA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 19683.28
Forgiveness Paid Date 2021-02-12
9772638308 2021-01-31 1094 PPS 13789 N Orca Trl, Hayden, ID, 83835-7638
Loan Status Date 2021-09-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19550
Loan Approval Amount (current) 19550
Undisbursed Amount 0
Franchise Name -
Lender Location ID 107707
Servicing Lender Name Numerica CU
Servicing Lender Address 14610 E Sprague Ave, SPOKANE VALLEY, WA, 99216-2146
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Hayden, KOOTENAI, ID, 83835-7638
Project Congressional District ID-01
Number of Employees 1
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 107707
Originating Lender Name Numerica CU
Originating Lender Address SPOKANE VALLEY, WA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 19654.45
Forgiveness Paid Date 2021-08-27

Date of last update: 06 Apr 2025

Sources: Idaho Secretary of State