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, individual-owned registered investment adviser that provides portfolio management to individuals and small businesses. The firm is SEC-registered (registered in 2022) and charges fees based on a percentage of assets under management. Its client focus is primarily high-net-worth individuals and families rather than institutional pension or multi-state advisory mandates. Seed Wealth does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
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 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 53Active vs passive
$144M in ETFs
29%
$42.2M
28%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US EQUITY ETF (AAUS) | Alpha Architect | $41.3M | 670,463 | 28.76% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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