Seaport Wealth LLC

Overview

Seaport Wealth LLC is an independent registered investment adviser organized as a Massachusetts limited liability company and owned by an individual. The firm is state-registered in Massachusetts and identifies itself as an independent RIA rather than a multi-state or affiliated adviser. Its publicly reported fee structure is classified as "Other," indicating it uses a nonstandard or customized billing arrangement rather than a simple AUM- or commission-based model. Industry affiliation data lists an accounting relationship, suggesting the firm maintains a formal connection with an accountant for compliance, tax, or reporting support. Seaport Wealth does not list active ESG investing as a focus and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices