SEAWISE FINANCIAL, INC.

Overview

Seawise Financial, Inc. is an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements include percentage-of-AUM billing and hourly consulting. Investment activity is centered on pooled public vehicles as the primary building blocks for client portfolios, supplemented by allocations to third‑party alternative real estate strategies. The firm is not an active ESG investor and does not report a multi‑state adviser designation. Its preference is listed as “Other,” which, combined with its role as a selector of outside managers, suggests a flexible model that blends internally advised solutions with external manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices