RIA Intel›Advisers›California›SEAWISE FINANCIAL, INC.

SEAWISE FINANCIAL, INC.

Advisory

CARDIFF BY THE SEA, CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,062

of 5,480 advisers by AUM

Average account

$328K

across 230 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

67 clients

14 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

WEALTHTARGET INVESTMENT ADVISORS, LLC

BAKERSFIELD, CA

$75M

SABAL CAPITAL MANAGEMENT, LLC

SANTA MONICA, CA

$75M

LEEDOM ASSET MANAGEMENT, INC.

$75M

SANTARA WEALTH MANAGEMENT LLC

$75M

LAVA CREEK CAPITAL MANAGEMENT, LLC

$75M

FUTURE WEALTH LLC

$76M

Get the full picture on SEAWISE FINANCIAL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SEAWISE FINANCIAL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans