SEAPORT WEALTH LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 316921
- Fee structure
- Other
Firm profile
FINTRXOverview
Seaport Wealth LLC is a small, individually owned limited liability company with a limited public regulatory footprint. Its adviser classification is listed as unclassified, it does not identify as a capital allocator, and it is not flagged as an active ESG investor or a multi-state adviser. The firm's declared fee structure is categorized as "Other," which can reflect non-standard or bespoke billing arrangements rather than a simple AUM or flat-fee model. An industry affiliation with an accountant is recorded, suggesting operational or referral ties to accounting professionals rather than a broad wealth-management platform. Publicly available records show no measurable client activity or asset reporting tied to typical advisory operations. Taken together, the data describe an entity that either is not currently managing outside client assets in any meaningful way, is operating in a very limited or transitional capacity, or is focused on non-client-facing advisory or consultancy work.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JEFFREY KRUEGER
PartnerCRD 6462905
Christopher Archambault
PartnerCRD 7050618
Antony Khalife
PartnerCRD 7051417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 175 Portland St
- Time zone
- ET (UTC-5)
- Office locations
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