SEACREST WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2008
Total AUM
$1.5B
Discretionary
$1.4B
94% of AUM
Avg account
$449K
Accounts
3,417
Employees
47
Advisory reps
39

Firm details

Headquarters
PURCHASE, New York
CRD number
147092
Registered since
May 12, 2008
Website
www.seacrestwm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.44%
  • Individuals19.59%
  • Corporations / Businesses1.32%
  • Charitable Organizations0.45%
  • Pension & Profit Sharing Plans0.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Seacrest Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2008. The firm operates as a capital allocator for both individual and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection services. Its billing includes asset-based fees alongside hourly and fixed-fee engagements. Seacrest indicates it does not position itself as an active ESG investor and lists affiliations with another investment adviser and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 11%, US Government Bonds 3%, State & Local Bonds 1%, Private Funds 1%46%
  • Exchange Traded Equities46%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents11%
  • US Government Bonds3%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • STEVEN HEMRIC

    Chief Financial OfficerCRD 8039095

  • RONALD LENIHAN

    Managing Director, Chief Operating OfficerCRD 1673704

Contacts

3 of 37

  • JULIANA EVANS

    Client Support AdvisorCRD 5809425

  • Carter Howell

    Wealth AdvisorCRD 8248862

  • CHRISTOPHER NELSON

    Wealth AdvisorCRD 6039810

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 301

Active vs passive

$365M in ETFs

Passive

81%

$297M

Active

12%

$67.9M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$15.7M27,1554.29%
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Location

Primary office

PURCHASE, NY

WESTCHESTER

Location

PURCHASE, NY

Headquartered in PURCHASE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
3000 Westchester Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth