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SEACREST WEALTH MANAGEMENT, LLC
CRD 147092File 801-69141
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.53B
Above cohort median (national)
Discretionary AUM
$1.45B
Non-discretionary $84.6M
Clients
1,498
3,417 accounts
Employees
47
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 12, 2008
- Principal office
- 3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY, 10577
- Phone
- 914-502-1900
- Website
- HTTP://WWW.SEACRESTWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.53B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $84.6M
- Discretionary accounts
- 3,187
- Non-discretionary accounts
- 230
- Total accounts
- 3,417
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $20.2M |
| Charitable organizations | 9 | $6.9M |
| High net worth individuals | 373 | $1.20B |
| Pension and profit sharing plans | 5 | $3.0M |
| Individuals (other than high net worth individuals) | 1,102 | $300.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 51 | 47 | decreased by4 |
| Apr 1, 2026 | Clients | 1,720 | 1,498 | decreased by222 |
| Apr 1, 2026 | AUM | $1,561,182,425 | $1,533,465,779 | decreased by$27,716,646 |
| Apr 1, 2026 | Accounts | 3,945 | 3,417 | decreased by528 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 53 | 51 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,783 | 1,720 | decreased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,411,738,709 | $1,561,182,425 | increased by$149,443,716 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,982 | 3,945 | decreased by37 |
| Apr 1, 2022 | Employees | 51 | 53 | increased by2 |
| Apr 1, 2022 | Clients | 2,155 | 1,783 | decreased by372 |
| Apr 1, 2022 | AUM | $1,229,107,793 | $1,411,738,709 | increased by$182,630,916 |
| Apr 1, 2022 | Accounts | 2,423 | 3,982 | increased by1,559 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEACREST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEACREST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.