|
⚲
|
| Seed Wealth Management Inc
✚
| |
|---|---|
| CRD # | 171920 |
| SEC # | 801-123622 |
| CIK # | 0001963728 |
| AUM | $147.0 MM (2024-02-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 312-771-6900 |
| Address | 1220 Sherman Ave Evanston, IL 60202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.8 | |
| AAPL | 2,382,844.0 | 2.2 | |
| NVO | 245,328.6 | 1.7 | |
| AMZN | 1,092,997.8 | 1.5 | |
| AVGO | 201,282.9 | 1.3 | |
| DELL | 36,192.0 | 1.3 | |
| GOOG | 1,482,566.4 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.5 |
| (b) Individuals (high net worth individuals) | 26 | 145.5 |
| (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 | 147.0 |
| By Discretionary | ||
| Discretionary | 31 | 147.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 147.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.0 | |
| Total | 31 | 147.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963728] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Martin Fleisher JD PC
✚
|
NY | 0.1 |
|
Scott Marsh Financial LLC
✚
|
UT | 0.1 |
|
Yardley Wealth Management LLC
✚
|
PA | 0.1 |
|
Finaport Asset Management AG
✚
|
0.1 | |
|
MH & Associates Securities Management Corp
✚
|
CA | 0.1 |
|
Ocean Park Asset Management Inc
✚
|
CA | 0.1 |
|
Bledsoe Asset Management LLC
✚
|
AZ | 0.1 |
|
Miller Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Ladd Capital Management LLC
✚
|
CT | 0.1 |
|
FIG Financial Advisory Services Inc
✚
|
OK | 0.1 |