Seedsafe Financial LLC

RIASEC RegisteredEst. 2025

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$308K

Accounts

406

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 283887
Registered since: September 22, 2025
Website: www.seedsafefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.76%
Individuals16.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seedsafe Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises individuals and families, providing financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Seedsafe identifies itself as a capital allocator and deploys third‑party managers for at least some exposures. The firm does not position itself as an active ESG investor and completed SEC registration in 2025.