Seed Wealth Management Inc

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Seed Wealth Management Inc
CRD #171920
SEC #801-123622
CIK #0001963728
AUM $188.8 M (2026-03-24)
Employees 2 (50% Investors, 0% Brokers)
Phone312-771-6900
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
190152114763802010201520212027
CIK Period
0001963728
Sector Form 13F Holdings Value ($M)
BlackRock Municipal 2030 Target Term Trust 1.3
Microsoft Corp 1.3
P10 Inc 1.2
Taiwan Semiconductor Manufacturing Co Ltd 1.1
Apple Inc 1.0
Alphabet Inc 0.9
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 5 2.8
(b) Individuals (high net worth individuals) 29 186.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 34 188.8
By Discretionary
Discretionary 34 188.8
Non-Discretionary 0 0.0
Total 34 188.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 188.8
Total 34 188.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001963728]
Comparable Firms State AUM ($B)
HARA Capital LLC
0.2
CFS Wealth Management LLC
GA 0.2
ELM3 Financial Group LLC
GA 0.2
Bledsoe Asset Management LLC
AZ 0.2
Keith Hamilton Inc
CA 0.2
Rembrandt Financial Group LLC
TX 0.2
Frank Financial Services
CA 0.2
Financial Consultants Group Inc
GA 0.2
Finsym Partners LLC
0.2
Rothwell Investment Advisors LLC
MA 0.2
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