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R. Seeger Wealth Management, Ltd

● SEC registered since 2021CRD 152258SEC# 801-121764Lindenhurst, NY
Export (members)
Reg. AUM
$62.7M
Employees
1
Accounts
63
Location
Lindenhurst, NY

R. Seeger Wealth Management, Ltd assets under management

R. Seeger Wealth Management, Ltd operates as an SEC-registered investment adviser based in Lindenhurst, NY. The firm has been registered since 2021. It reports $62.7 million in regulatory assets under management and employs 1 people.

R. Seeger Wealth Management, Ltd owners & executives

1 reported
NameTitleOwnershipSince
Richard Thomas Seeger ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does R. Seeger Wealth Management, Ltd manage?

R. Seeger Wealth Management, Ltd reports $62.7 million in regulatory assets under management on its Form ADV.

How many employees does R. Seeger Wealth Management, Ltd have?

R. Seeger Wealth Management, Ltd reports 1 employees.

Where is R. Seeger Wealth Management, Ltd located?

R. Seeger Wealth Management, Ltd is based in Lindenhurst, NY and has been SEC-registered since 2021.

Does R. Seeger Wealth Management, Ltd disclose fund performance?

R. Seeger Wealth Management, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address138 S 1st Street, Suite 101, Lindenhurst, NY 11757
Phone631-592-9729
Fax631-450-4169
Office hours9:30a.m. To 4p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$62.7M
Non-discretionary$0
Total (RAUM)$62.7M