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Seed Wealth Management, Inc.

● SEC registered since 2022CRD 171920SEC# 801-123622
Export (members)
Reg. AUM
$171.1M
Employees
2
Accounts
31
Location
—

Seed Wealth Management, Inc. assets under management

Seed Wealth Management, Inc. is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $171.1 million in regulatory assets under management and employs 2 people.
www.seedwealthmgmt.comView on SEC.gov ↗

Seed Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Halleck Seed ControlPresident/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Seed Wealth Management, Inc. manage?

Seed Wealth Management, Inc. reports $171.1 million in regulatory assets under management on its Form ADV.

How many employees does Seed Wealth Management, Inc. have?

Seed Wealth Management, Inc. reports 2 employees.

Does Seed Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Phone312-771-6900
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171.1M
Non-discretionary$0
Total (RAUM)$171.1M