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
36

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 operating since 2008. The firm provides financial planning and portfolio management for individuals, small businesses, institutions and pension plans, and it offers selection-of-other-advisers services. Seacrest describes itself as a capital allocator and uses third‑party managers in its client solutions. Fee arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.

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
  • Ronald Lenihan

    Ronald Lenihan

    Managing Director, Chief Operating OfficerCRD 1673704

  • Steven Hemric

    Chief Financial OfficerCRD 8039095

Contacts

3 of 34
  • Tony Saemai

    Tony Saemai

    Senior Portfolio ManagerCRD 5119801

  • Benjamin Brainard

    Benjamin Brainard

    Wealth AdvisorCRD 4274774

  • Orlando Rosario

    Orlando Rosario

    Investment Advisor RepresentativeCRD 4292280

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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 261

Active vs passive

$338M in ETFs

Passive

82%

$278M

Active

12%

$59.8M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$16.9M22,9104.99%
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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