Seed Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$188,800,000
Clients
34
85% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$5,552,941
About
Seed Wealth Management, Inc. primarily serves high‑net‑worth individuals, trusts, estates and other investment advisers, offering discretionary, fee‑based portfolio management and sub‑advisory solutions. The firm manages accounts on a discretionary basis and requires a $3 million account minimum for new relationships.
The firm’s investment process is tailored to each client and includes portfolios of individual securities, ETFs, fixed income and alternative or complex products, with quantitative analysis and Bloomberg performance attribution used for monitoring and rebalancing. Seed also uses third‑party technology (Smart‑RIA) for compliance and employs AI for real‑time note‑taking and preliminary data analysis, with human oversight and an opt‑out option for participants.
What is distinctive about Seed relative to many supported peers is its concentrated scale: it reports approximately $188.8 million in discretionary assets for roughly 34 clients under a single‑advisor structure, resulting in relatively large average account sizes. The firm also actively offers sub‑advisory services to unaffiliated advisers and explicitly documents its AI usage and related controls, features that are less common among similarly categorized firms.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Concentrated stock management
Fee options
0.30% annually
Account minimum: $3,000,000
Main office location
Seed Wealth Management, Inc.
Evanston IL, United States
Number of offices
3
Most active in
Seed Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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