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| Keyboard |
| R Seeger Wealth Management Ltd
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|---|---|
| CRD # | 152258 |
| SEC # | 801-121764 |
| CIK # | |
| AUM | 72.1 M (2026-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-592-9729 |
| Address | 138 S 1st Street Lindenhurst, NY 11757 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 15.3 |
| (b) Individuals (high net worth individuals) | 30 | 56.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 72.1 |
| By Discretionary | ||
| Discretionary | 67 | 72.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 72.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 72.1 | |
| Total | 67 | 72.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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|
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|
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✚
|
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|
AXIA Asset Management LLC
✚
|
71.1 M |