CRD: 315726
SEA Change Financial Planning
$11.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2021
- Office Locations
- 1
Office Locations
-- Point Pleasant NJ
About SEA Change Financial Planning
Sea Change Financial Planning is a Point Pleasant, NJ wealth management and financial planning firm focused on helping women build investing confidence. The team supports first-time investors, business owners, and those nearing retirement with education-led guidance, retirement roadmaps, insurance approaches, and estate strategy coordination. Custody is reported with Charles Schwab.
Team overview
48 AVG AGE
$11.5M AVG AUM / ADVISOR
$411.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michelle Elise Coffey
Chief Compliance Officer
- CRD
- #6946204
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,523,323 | -- |
| Total | $11,523,323 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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