| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Malachy Sullivan Control | President, Managing Member | 50-75% | 2008 |
| Ronald R Lenihan Control | Managing Member And Chief Compliance Officer | Under 5% | 2009 |
| Seacrest Management, LLC Control | Member | 50-75% | 2008 |
Seacrest Wealth Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Seacrest Wealth Management, LLC reports 51 employees.
Seacrest Wealth Management, LLC is based in Purchase, NY and has been SEC-registered since 2008.
Seacrest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3000 Westchester Avenue, Suite 206, Purchase, NY 10577 |
| Phone | 914-502-1900 |
| Fax | 914-251-1312 |
| Office hours | 9:30 a.m. - 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1728121 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.46B |
| Non-discretionary | $97.2M |
| Total (RAUM) | $1.56B |