RIA Intel›Advisers›New York›SEASONS OF ADVICE WEALTH MANAGEMENT, LLC

SEASONS OF ADVICE WEALTH MANAGEMENT, LLC

Advisory

N·NEW YORK, NY

Data as of Jul 21, 2020 · Source: SEC Form ADV

Total AUM

$675M

1-Year AUM Growth

+18.3%

3-Year CAGR

+22.0%

Employees

9

Assets Under Management

Total AUM$675M

Discretionary AUM$648M

Non-Discretionary AUM$28M

Discretionary %95.9%

Total Clients—

Team

Total Employees9

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingNov 16, 2016

Latest FilingJul 21, 2020

🔒 Full AUM trend chart and 16 historical filings spanning 4+ 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 SEASONS OF ADVICE WEALTH MANAGEMENT, LLC

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