RIA Intel›Advisers›New York›SEACREST WEALTH MANAGEMENT, LLC

SEACREST WEALTH MANAGEMENT, LLC

Advisory

N·PURCHASE, NY

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+15.1%

3-Year CAGR

+1.4%

Employees

36

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$85M

Discretionary %94.5%

Total Clients1,720

Team

Total Employees36

Investment Advisers47

Employee Growth (1Y)-11.6%

Filing History

Total Filings on Record69

First FilingApr 25, 2008

Latest FilingJul 15, 2026

🔒 Full AUM trend chart and 69 historical filings spanning 18+ 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 SEACREST WEALTH MANAGEMENT, LLC

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