Seacrest Wealth Management, LLC

RIASEC RegisteredEst. 2008

Total AUM

$1.5B

Discretionary

$1.4B

94% of AUM

Avg account

$449K

Accounts

3,417

Employees

Advisory reps

Firm details

Headquarters: Purchase, New York
CRD number: 147092
Registered since: May 12, 2008
Website: www.seacrestwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.44%
Individuals19.59%
Corporations / Businesses1.32%
Charitable Organizations0.45%
Pension & Profit Sharing Plans0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Seacrest Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm acts as a capital allocator and serves both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting support, and selection of outside managers. Seacrest charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not identified as an active ESG investor. Seacrest maintains industry relationships with other investment advisers and an insurance company, and it identifies as a domestic entity with individual ownership. The firm’s business model blends direct portfolio management with the ability to source or select third-party managers when appropriate.