Seaport Wealth Management
RIASEC Registered
Total AUM
$3.5M
Discretionary
$0
0% of AUM
Avg account
$135K
Accounts
26
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 310684
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Seaport Wealth Management operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm is owned by an individual and caters to a client base that includes both individual clients and families. Seaport Wealth Management employs a fee structure based on a percentage of assets under management (AUM). The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1
Adam Tasse
Chief Compliance OfficerCRD 3259345
Contacts
1 of 1Bradley Ball
CCOCRD 2612122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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