Investment adviser · CRD 147092

SEACREST WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PURCHASE, NY, United States · Form ADV filed Aug 10, 2026

Regulatory AUM: $1.53B
Client accounts: 3,417
Employees: 47
Advisory professionals: 36

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	373	$1,202,914,861	78.4%
Individuals	1,102	$300,441,118	19.6%
Corporations & businesses	9	$20,200,501	1.3%
Charities	9	$6,930,177	0.5%
Retirement plans	5	$2,979,122	0.2%

Filing source

Form ADV 2124657 · Aug 10, 2026 · 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

1 Private fund

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

SEACREST EMERGING MARKET DEBT PARTNERS, L.P.Hedge Fund · Last reported Sep 25, 2012$2.54MGross asset value

Fund administrator EPITOME FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN PC NEW YORK, New York, United States

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Marketer ALPHA STRATEGIES INVESTMENT CONSULTING LA DERA RANCH, California, United States Related to adviser: No

Marketer PARENTEAU ASSOCIATES, LLC EASTON, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

J.P. MORGAN CLEARING CORP.
SEC 8-43724

ALPHA STRATEGIES INVESTMENT CONSULTING
CRD 151782

PARENTEAU ASSOCIATES, LLC
CRD 137565

Fund details & source

Fund ID: 805-1274010831
Reported beneficial owners: 14
Minimum commitment: $250K
Form D file number: 021-96915

Form ADV 671466 · Sep 25, 2012 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Aug 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3000 WESTCHESTER AVENUE, SUITE 206
PURCHASE, NY, 10577, United States

CRD 147092

Filing source

Form ADV 2124657 · Aug 10, 2026 · 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.