RIA IntelAdvisersCaliforniaSEEN CONSULTING LLC

SEEN CONSULTING LLC

Advisory

CA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CA
#3,419
of 5,480 advisers by AUM
Average account
$1M
across 35 accounts
AUM per adviser
$52M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$52M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

SPELTS WEALTH MANAGEMENT, INC
CHICO, CA
$52M
-62.9% 1Y
ALDER CAPITAL, LLC
SAN DIEGO, CA
$52M
TRE API WEALTH MANAGEMENT, LLC
$52M
TEMPLEMAN WEALTH MANAGEMENT INC.
RANCHO SANTA MARGARITA, CA
$52M
STEELPOINT CAPITAL PARTNERS, LP
CARLSBAD, CA
$52M
-57.0% 1Y
BAKER STREET PRIVATE WEALTH, LLC
SAN FRANCISCO, CA
$52M
+57.7% 1Y

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