← Back to searchVisit website
R. SEEGER WEALTH MANAGEMENT, LTD
CRD 152258 · SEC 801-121764
138 S 1ST STREET, SUITE 101, LINDENHURST, NY, 11757, United States
Phone
631-592-9729
Fax
631-450-4169
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$72.1M
Discretionary AUM
$72.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $15.3M |
| High net worth individuals | 30 | $56.3M |
| Charitable organizations | 1 | $548K |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD