CRD: 152258
R. Seeger Wealth Management, LTD
$72.1M Total AUM
$72.1M Disc. AUM
20.2% 3Y CAGR
1 Employees
67 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit alpha
- Established Date
- 07-15-2021
- Office Locations
- 1
Office Locations
138 S 1ST Street Suite 101 Lindenhurst NY
About R. Seeger Wealth Management, LTD
R. Seeger Wealth Management Ltd. is a fee-only, SEC-registered RIA in Lindenhurst, NY led by CFP® Richard T. Seeger. The firm provides comprehensive wealth management and financial planning for individuals and families along the East Coast, with strengths in retirement planning, estate and trust services, and next-generation wealth education. Portfolios are constructed primarily with public funds and ETFs, with client assets custodied at Schwab.
Team overview
-- AVG AGE
$72.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime meridian Catalyst
Investment Themes
Ridge zenith Vertex ridge
Investment Vehicles
Ridge wave Atlas
Platform
Unison
Services
Peak Oak Insight Optima pathway
Technology
Beacon wave
Owner & Executives
R
RICHARD T SEEGER
Chief Compliance Officer, President
- CRD
- #2804740
- Ownership
- 75% or more
(860) 243-7791
zenith.wave@quantumcapital.com
in linkedin.com/in/quantum-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,146,811 | $1,076,818 |
| Non-Discretionary | $0 | -- |
| Total | $72,146,811 | $1,076,818 |
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Separately Managed Accounts
Total SMA Asset: $72,146,811
Public Funds:
14.0% U.S. Government/Agency:
7.4% Cash:
33.7% Equity - Exchange:
15.0% Municipal Bonds:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $93,454,908 | 14.0% |
| U.S. Government/Agency | $49,397,594 | 7.4% |
| Cash | $224,959,314 | 33.7% |
| Equity - Exchange | $100,130,258 | 15.0% |
| Municipal Bonds | $199,592,982 | 29.9% |
| Total | $667,535,056 | 100.0% |