Seacrest Wealth Management, LLC

RIASEC Registered

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 registered with the SEC in 2008. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Fee arrangements reported include percentage-of-AUM billing along with hourly and fixed-fee options. The firm indicates it does not position itself as an active ESG investor. Industry relationships include affiliations with other investment advisers and an insurance company, suggesting access to third-party capabilities and insurance solutions as part of client offerings.