Seed Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 171920
- Registered since
- April 11, 2022
- Website
- seedwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.52%
- Individuals1.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Seed Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. The firm is owner-operated and focuses on fee-based portfolio management for individual and family clients, including small business accounts. It charges a percentage-of-AUM fee and does not identify as an active ESG investor or as a pension consultant. Seed Wealth is not positioned as a capital allocator; its model centers on managing client portfolios rather than running external fund vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities86%
- Public Funds/Mutual Funds5%
- Investment Grade Corp Bonds3%
- Other3%
- US Government Bonds1%
Contacts
1 of 1
Jonathan Seed
Founder & PresidentCRD 1892011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$126M in ETFs
36%
$45.5M
32%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US EQUITY ETF (AAUS) | Alpha Architect | $35.8M | 683,953 | 28.36% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Azarias Capital Management, L.P.
RIAWest Chester, PA
Union Square Capital Partners, LLC
RIAKennett Square, PA
Portola Creek Capital
RIAMenlo Park, CA
KRS Capital Management, LLC
RIABloomfield Hills, MI
Hamilton Manor & Associates
RIALa Jolla, CA
Pile Wealth Management
RIAIndianapolis, IN