R. SEEGER WEALTH MANAGEMENT, LTD

Overview

R. Seeger Wealth Management, Ltd is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm is owned by an individual and delivers fee-based wealth management focused on financial planning and discretionary portfolio management for individuals, families and small-business clients, with select institutional relationships. The firm charges a percentage-of-AUM fee and manages client assets on a discretionary basis. Filings show the adviser is not an active ESG investor and is not registered as a multi-state adviser. Investment activity is centered on pooled public vehicles: the firm allocates a majority of client capital to public funds and mutual funds as its primary means of gaining equity and fixed-income exposure. Decisions appear to emphasize manager selection within mutual funds rather than heavy direct-stock trading or broad ETF-driven indexing. All client assets are custodied at Charles Schwab & Co., Inc., which is the single reported custodian for the firm’s managed assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices