# SEAPORT WEALTH MANAGEMENT

SEAPORT WEALTH MANAGEMENT is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 310684
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310684/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310684/similar
- Related entities: https://search.stillhousedata.com/firm/310684/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310684

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.