Seaport Wealth Management
RIAState Registered
Total AUM
$3.5M
Discretionary
$0
0% of AUM
Avg account
$135K
Accounts
26
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 310684
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Seaport Wealth Management is a sole proprietorship run by an individual owner that serves primarily individual and family clients. The firm operates on a percentage-of-AUM fee model and lists its core advisory services as portfolio management for individuals and small businesses plus selection of external advisers. Seaport does not identify itself as an active ESG investor, does not act as a pension consultant, and is not flagged as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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