Investment adviser · CRD 285925
SEASONS OF ADVICE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 21, 2020
- Regulatory AUM
- $675M Form ADV · Item 5.F
- Client accounts
- 2,313 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 205 | $493,609,755 | 73.1% |
| Individuals | 540 | $181,854,395 | 26.9% |
Filing source
Form ADV 1446258 · Jul 21, 2020 · 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 fundsThe 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: Jul 21, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
120 WEST 45TH STREET, 14TH FLOORNEW YORK, NY, 10036, United States
CRD 285925
Filing source
Form ADV 1446258 · Jul 21, 2020 · 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.