Appleseed Advisory, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
0

Firm details

Headquarters
San Francisco, California
CRD number
342466
Registered since
June 24, 2026
Fee structure
Other

Firm profile

FINTRX

Overview

Appleseed Advisory, LLC is organized as a limited liability company and recently registered with the SEC in 2026. The firm is identified in the source data as "unclassified," and it is designated a newly formed adviser. Reported attributes indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not provide pension consulting or act as a related adviser. The firm lists its fee structure as "other." Beyond these registry attributes, the firm has supplied very limited public disclosure about its business activities, client focus, or service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
455 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth