SEAPORT WEALTH LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
316921
Fee structure
Other

Firm profile

FINTRX

Overview

Seaport Wealth LLC is a small, individually owned limited liability company with a limited public regulatory footprint. Its adviser classification is listed as unclassified, it does not identify as a capital allocator, and it is not flagged as an active ESG investor or a multi-state adviser. The firm's declared fee structure is categorized as "Other," which can reflect non-standard or bespoke billing arrangements rather than a simple AUM or flat-fee model. An industry affiliation with an accountant is recorded, suggesting operational or referral ties to accounting professionals rather than a broad wealth-management platform. Publicly available records show no measurable client activity or asset reporting tied to typical advisory operations. Taken together, the data describe an entity that either is not currently managing outside client assets in any meaningful way, is operating in a very limited or transitional capacity, or is focused on non-client-facing advisory or consultancy work.

Assets & Accounts

Location & Offices

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

Contacts

3 of 3
  • JEFFREY KRUEGER

    PartnerCRD 6462905

  • Christopher Archambault

    PartnerCRD 7050618

  • Antony Khalife

    PartnerCRD 7051417

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
175 Portland St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth