S
$3.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2020
- Office Locations
- 2
Office Locations
-- SAN Diego CA
-- Scottdale AZ
About Seaport Wealth Management
Seaport Wealth Management is a SAN Diego-based RIA with 2 offices. The firm has been operating for 5 years. Managing $3.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$1.8M AVG AUM / ADVISOR
$116.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRADLEY MAURICE BALL
Chief Compliance Officer, Founder
- CRD
- #2612122
- Ownership
- 75% or more
Available
Available
Available
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A
ADAM JAMES TASSE
Partner
- CRD
- #3259345
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 | $3,500,000 | -- |
| Total | $3,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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