Seaport Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,500,000
Total clients
26
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
13
Average account size
$134,615
About
Seaport Wealth Management is a state‑registered investment adviser that serves individual investors through portfolio management and related advisory services; the firm does not provide traditional, comprehensive financial planning. It operates as a sole proprietorship and works with a modest client base of individual (non–high‑net‑worth) accounts held at an independent custodian.
The firm's investment approach emphasizes passive management intended to replicate broad‑market indices using mutual funds and ETFs, with portfolios customized through written investment guidelines reflecting clients' objectives, time horizon, and risk tolerance. Accounts are managed on a nondiscretionary basis requiring client pre‑approval for transactions, and the firm may recommend third‑party investment managers after conducting due diligence.
Noteworthy details disclosed in the ADV include that reported assets are entirely non‑discretionary (approximately $3.5 million), an arrangement that is uncommon among similar supported firms, and that the principal discloses outside business activities such as limited legal‑document preparation and passive rental real estate ownership. The firm also does not vote client proxies and relies on custodian statements for reporting and fee withdrawals, practices it documents in its brochure rather than retaining discretionary trading authority.
Client services
Expertise
Fee options
$0 - $99,999: 1.50% (150 basis points) annually $100,000 - $249,999: 1.25% (125 basis points) annually $250,000 - $999,999: 1.10% (110 basis points) annually $1,000,000+: Negotiable - Not to exceed 1.00% annually
Fee-only: Annualized asset-based fee paid quarterly, negotiated fees may apply above $1,000,000; no commissions, no performance fees.
Main office location
Seaport Wealth Management
San Diego CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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