|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Seed Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 171920 |
| SEC # | 801-123622 |
| CIK # | 0001963728 |
| AUM | $171.1 M (2025-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 312-771-6900 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| P10 Inc | 2.6 | ||
| Palantir Technologies Inc | 2.6 | ||
| Broadcom Inc | 2.5 | ||
| Apple Inc | 2.1 | ||
| Amazon Com Inc | 1.6 | ||
| Facebook Inc | 1.4 | ||
| BlackRock Municipal 2030 Target Term Trust | 1.3 | ||
| Oracle Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.6 |
| (b) Individuals (high net worth individuals) | 28 | 169.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 171.1 |
| By Discretionary | ||
| Discretionary | 31 | 171.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 171.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.1 | |
| Total | 31 | 171.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963728] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Waterford Capital Investment Advisory Services LLC
✚
|
TX | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Sterling Manor Financial LLC
✚
|
NY | 0.2 |
|
MJC Advisors LLC
✚
|
0.2 | |
|
Setchfield Associates LLC
✚
|
FL | 0.2 |
|
M Wealth Management LLC
✚
|
CA | 0.2 |
|
Cedarstone Advisors
✚
|
CA | 0.2 |
|
Helmsman Financial Group LLC
✚
|
WA | 0.2 |
|
Orographic Financial Advisors LLC
✚
|
0.2 |