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SEACREST WEALTH MANAGEMENT, LLC
CRD 147092 · SEC 801-69141
3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY, 10577, United States
Phone
914-502-1900
Fax
914-251-1312
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.53B
Discretionary AUM
$1.45B
Team
47 total employees; 36 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1102 | $300.4M |
| High net worth individuals | 373 | $1.20B |
| Pension/profit sharing plans | 5 | $3.0M |
| Charitable organizations | 9 | $6.9M |
| Corporations/business entities | 9 | $20.2M |
States served
AZ, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD