Seed Wealth Management, Inc.

RIASEC RegisteredEst. 2022
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$5.6M
Accounts
34
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
171920
Registered since
April 11, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.52%
  • Individuals1.48%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Seed Wealth Management, Inc. is an independent, adviser-owned RIA that provides portfolio management for individuals and small businesses. The firm is SEC-registered (2022) and operates on a percentage-of-AUM fee model. Its stated client base is individual and family households rather than institutional pension plans, and it does not identify as an active ESG investor. Seed Wealth does not function as a capital allocator; its advisory services are focused on discretionary portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 5%, Investment Grade Corp Bonds 3%, Other 3%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds5%
  • Investment Grade Corp Bonds3%
  • Other3%
  • US Government Bonds1%

Contacts

1 of 1
  • Jonathan Seed

    Jonathan Seed

    Founder & PresidentCRD 1892011

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$139M in ETFs

Passive

35%

$49.1M

Active

30%

$89.6M

ETFProviderStyleCategoryValueShares% of portfolio
ALPHA ARCHITECT US EQUITY ETF (AAUS)Alpha Architect$40.8M682,46429.39%

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth