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- Custodian
- Charles Schwab & Company · Interactive Brokers · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-2008
- Office Locations
- 24
Office Locations
About Seacrest Wealth Management, LLC
SeaCrest Wealth Management is an SEC-regulated fiduciary RIA providing holistic wealth planning and investment advice for retail and institutional clients, including financial, tax, insurance, and charitable planning. Its investment approach emphasizes asset allocation with significant ETF and public fund usage. The firm highlights transparent fees, third-party custody (including Charles Schwab), and advisor support via an online advisor directory and transition valuation tool.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD MALACHY SULLIVAN
Managing Member, Partner, President
- CRD
- #849142
- Ownership
- 50% but less than 75%
STEVEN HOWARD HEMRIC
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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SUSAN BOCK
Wealth Advisor
- CRD
- #839813
BENJAMIN STUART BRAINARD
Wealth Advisor
- CRD
- #4274774
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,448,883,446 | $454,623 |
| Non-Discretionary | $84,582,333 | $367,749 |
| Total | $1,533,465,779 | $448,775 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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