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SEACREST WEALTH MANAGEMENT, LLC
PURCHASE, NY
914-502-1900
SEC #801-69141Total AUM
$1.5B
Employees
47Clients
1,498Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3000 WESTCHESTER AVENUE
SUITE 206
PURCHASE
NY 10577
United States
SUITE 206
PURCHASE
NY 10577
United States
Operating Hours
9:30 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
914-502-1900
Other Offices
21
Financials
Total AUM
$1.5B
Accounts
3,417Discretionary
$1.4B
Accounts
3,187Non-Discretionary
$84.6M
Accounts
230
Clients
Individual Clients
1,102AUM
$300.4M
HNW Individual Clients
373AUM
$1.2B
Pension/Profit Sharing Plan Clients
5AUM
$3M
Charitable Organization Clients
9AUM
$6.9M
Corporation or Business Clients
9AUM
$20.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.