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Building 2SEED WEALTH MANAGEMENT, INC.

Map pin
Phone312-771-6900
NotebookSEC #801-123622
Total AUM
$188.8M
Employees
2
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
312-771-6900
Other Offices
2

ReceiptFinancials

Total AUM
$188.8M
Accounts
34
Discretionary
$188.8M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$2.8M
HNW Individual Clients
29
AUM
$186M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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