RIA Intel›Advisers›Florida›SEABRIDGE WEALTH MANAGEMENT, LLC

SEABRIDGE WEALTH MANAGEMENT, LLC

Advisory

N·ST. PETERSBURG, FL

Data as of Mar 12, 2022 · Source: SEC Form ADV

Total AUM

$639M

1-Year AUM Growth

+13.3%

3-Year CAGR

+25.7%

Employees

4

Assets Under Management

Total AUM$639M

Discretionary AUM$634M

Non-Discretionary AUM$5M

Discretionary %99.2%

Total Clients—

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record32

First FilingDec 23, 2015

Latest FilingMar 12, 2022

🔒 Full AUM trend chart and 32 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SEABRIDGE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.