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SEAWISE FINANCIAL, INC.
CRD 298012
120 BIRMINGHAM DRIVE, SUITE 240F, CARDIFF BY THE SEA, CA, 92007, United States
Phone
(619)738-3079
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.3M
Discretionary AUM
$75.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $28.4M |
| High net worth individuals | 14 | $46.9M |
All web addresses on file
Official SEC filing: View on IAPD