SEA CLEAR FINANCIAL PLANNING, LLC

SEA CLEAR FINANCIAL PLANNING, LLC of BRIELLE, NJ is an SEC-registered investment adviser (CRD 160133). Regulatory assets under management: $67.7M.

Registration

• CRD: 160133
• Type: Registered investment adviser
• Location: 1027 HIGHWAY 70, BRIELLE, NJ, 08730
• Phone: 732-580-8039
• Latest filing: 2026-03-02
• Regulatory AUM: $67.7M
• Discretionary AUM: $67.7M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160133 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search