Investment adviser · CRD 158398

SWM ADVISORS

Investment adviser filing (IA)

SEABRIDGE WEALTH MANAGEMENT, LLC

ST. PETERSBURG, FL, United States · Form ADV filed Mar 12, 2022

Regulatory AUM
$639M
Form ADV · Item 5.F
Client accounts
67
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals35$454,999,68071.2%
High-net-worth individuals29$155,299,46824.3%
Corporations & businessesFewer than 5$22,764,1443.6%
Government entitiesFewer than 5$6,160,4881.0%
CharitiesFewer than 5$2070.0%
Filing source

Form ADV 1614150 · Mar 12, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 12, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

ONE BEACH DRIVE SE, SUITE 301
ST. PETERSBURG, FL, 33701, United States

CRD 158398

Filing source

Form ADV 1614150 · Mar 12, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.