Seacrest Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Purchase, NY. Its latest Form ADV filing, dated March 17, 2026, reports $1.5B in regulatory assets under management, 47 employees, 21 offices, and 3,417 accounts.
Assets Under Management
$1.5B
Employees
47
Offices
21 offices
Total Clients
1,498
Primary office
PURCHASE, NY
3000 WESTCHESTER AVENUE, SUITE 206, PURCHASE, NY, United States
Top client segmentIndividuals represent 73.6% of total clients.
Top client categories% of clientsClients
1
Individuals
73.6%
1,102
2
HNWI
24.9%
373
3
Charitable
0.6%
9
4
Corporations
0.6%
9
5
Pension Plans
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 17, 2026
Discretionary94.5%
$1.4B
94% of total RAUM94.5%
Non-discretionary5.5%
$85M
6% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts3,417
10Y AUM Change+$925M (+152.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee32:1
10Y Employee Change-5 (-9.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.