Seabridge Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Seabridge Wealth Management LLC
CRD #158398
SEC #801-107105
CIK #
AUM $390.7 MM (98% Disc, 100% US)
Employees4 (75% Investors, 0% Brokers)
Phone727-456-0011
AddressOne Beach Drive Se
St Petersburg, FL 33701
Source [IAPD] [Website]
Total AUM ($MM)
3953162371587902010201320172021
Comparable Firms State AUM ($BB)
Coastal Investment Advisors Inc
DE 0.4
White Oaks Wealth Advisors Inc
MN 0.4
Dorsey Wright & Associates LLC
VA 0.4
Fiduciary Experts LLC
CA 0.4
Tealwood Asset Management Inc
MN 0.4
Lyell Wealth Management LP
CA 0.4
Freeman Investment Management Co LLC
CA 0.4
Sikich Capital Management LLC
IL 0.4
Clean Yield Group Inc
VT 0.4
The Ullmann Financial Group Inc
FL 0.4
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