Seasons of Advice Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Seasons of Advice Wealth Management LLC ✚
CRD #	285925
SEC #	801-108717
CIK #
AUM
Employees	18 (50% Investors, 0% Brokers)
Phone	212-977-3111
Address	120 West 45th Street New York, NY 10036
Source	[IAPD] [Website] [Twitter] [Instagram]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	540	181.9
(b) Individuals (high net worth individuals)	205	493.6
(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	0	0.0
(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	2,313	675.5
By Discretionary
Discretionary	2,240	647.7
Non-Discretionary	73	27.7
Total	2,313	675.5
By Non-United States Persons
Non-United States Persons		8.0
United States Persons		667.5
Total	2,313	675.5

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