SEAPORT WEALTH MANAGEMENT

SEAPORT WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 310684). Regulatory assets under management: $3.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 310684
• Type: Registered investment adviser
• Phone: (951) 399-4335
• Latest filing: 2026-06-23
• Regulatory AUM: $3.5M
• Non-discretionary AUM: $3.5M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search