Seed Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 171920
- Registered since
- April 11, 2022
- Website
- seedwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.52%
- Individuals1.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Seed Wealth Management, Inc. is an independent, adviser-owned RIA that provides portfolio management for individuals and small businesses. The firm is SEC-registered (2022) and operates on a percentage-of-AUM fee model. Its stated client base is individual and family households rather than institutional pension plans, and it does not identify as an active ESG investor. Seed Wealth does not function as a capital allocator; its advisory services are focused on discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities86%
- Public Funds/Mutual Funds5%
- Investment Grade Corp Bonds3%
- Other3%
- US Government Bonds1%
Contacts
1 of 1
Jonathan Seed
Founder & PresidentCRD 1892011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$139M in ETFs
35%
$49.1M
30%
$89.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT US EQUITY ETF (AAUS) | Alpha Architect | $40.8M | 682,464 | 29.39% |
Location
, null
Location
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Headquartered in , null.
- Office locations
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