S
$87.6M Total AUM
$87.6M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2016
- Office Locations
- 1
Office Locations
-- Monterey CA
About Seal Rock Wealth Management, LLC
Seal Rock Wealth Management, LLC is a Monterey-based RIA. The firm has been operating for 10 years. Managing $87.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
45 AVG AGE
$87.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOSEPH WOODS SWEENEY IV
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4244686
- 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 | $87,601,841 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,601,841 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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