Seaque Wealth Management Inc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Denver, Colorado
CRD number
164220
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Seaque Wealth Management Inc. is organized as a corporation with individual ownership. The firm’s services center on financial planning and client education—specifically one-on-one financial planning work and delivery of seminars or workshops. Its stated fee model is fee-for-service rather than asset-based: engagements are billed on an hourly basis or via fixed fees. Regulatory details are limited in the record: the year of SEC registration is not reported, the firm is designated as unclassified, and it does not identify itself as a capital allocator. Seaque Wealth Management does not list active ESG investing as part of its profile and is not flagged as a multi-state adviser.

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

1 of 1
  • Caryn Quinkert

    Caryn Quinkert

    OwnerCRD 6071194

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
2553 S Colorado Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth