← Directory
SEACREST WEALTH MANAGEMENT, LLC
CRD 147092File 801-69141
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.