Seaport Wealth Management

Overview

Seaport Wealth Management operates as a sole proprietorship that advises individual and family clients. The firm charges fees as a percentage of assets under management and lists its primary advisory services as portfolio management for individuals and small businesses and the selection of third‑party advisers. It also describes itself as a capital allocator, which indicates it places client capital with external managers rather than running a broad in‑house investment platform. Seaport does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices