Appleseed Advisory, LLC

Overview

Appleseed Advisory, LLC is organized as a limited liability company and is registered with the SEC as of 2026. FINTRX classifies the firm as an institutional registered investment adviser and indicates it is newly formed. The firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser. The platform also flags the adviser’s fee structure as “Other,” and notes it is not a pension consultant nor part of a related-adviser arrangement.

Assets & Accounts