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SEED WEALTH MANAGEMENT, INC.

CRD 171920 · SEC 801-123622

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$188.8M

Discretionary AUM

$188.8M

Team

2 total employees; 1 advisory reps; 31 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals5$2.8M
High net worth individuals29$186.0M

States served

CA, IL, MA

All web addresses on file

Official SEC filing: View on IAPD