RIA Intel›Advisers›New Jersey›SEA CHANGE FINANCIAL PLANNING LLC

SEA CHANGE FINANCIAL PLANNING LLC

Advisory

NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$195K

across 59 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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FIRST ADVISORS FINANCIAL GROUP, LLC

$12M

GRO CAPITAL, LLC

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$12M

STONEBRIDGE CAPITAL MANAGEMENT VII, LLC

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$12M

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