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  5. SAFE HARBOR WEALTH ADVISORY, LLC

SAFE HARBOR WEALTH ADVISORY, LLC

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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

Member

Name Role Address Appointed On
Allan Brandvein Member 13789 N ORCA TRAIL, HAYDEN, ID 83835 2020-08-03

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

USAspending Awards / Financial Assistance

Date:
2021-02-01
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
19550.00
Total Face Value Of Loan:
19550.00
Date:
2020-07-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
45200.00
Total Face Value Of Loan:
100000.00
Date:
2020-07-06
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
2000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-11
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
19550.00
Total Face Value Of Loan:
19550.00

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$19,550
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$19,550
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$19,683.28
Servicing Lender:
Numerica CU
Use of Proceeds:
Payroll: $19,550
Jobs Reported:
1
Initial Approval Amount:
$19,550
Date Approved:
2021-01-31
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$19,550
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$19,654.45
Servicing Lender:
Numerica CU
Use of Proceeds:
Payroll: $19,550

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Date of last update: 30 Jun 2025

Sources: Idaho Secretary of State

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