SEA CHANGE FINANCIAL PLANNING

SEA CHANGE FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 315726). Regulatory assets under management: $11.5M.

Registration

• CRD: 315726
• Type: Registered investment adviser
• Phone: 848-702-0579
• Latest filing: 2026-03-31
• Regulatory AUM: $11.5M
• Non-discretionary AUM: $11.5M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

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 315726 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search