CRD: 298012
Seawise Financial, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-19-2018
- Office Locations
- 1
Office Locations
About Seawise Financial, Inc.
Seawise Financial is a San Diego-based fiduciary advisory firm providing personalized retirement planning, investment management, and tax-efficient strategies for individuals and couples in their 50s and 60s approaching retirement. The team builds clear plans around retirement timing, sustainable spending, tax minimization, and legacy goals, serving coastal San Diego and clients beyond. Founder Timothy Patrick Kenney publishes ETF-focused commentary and has been featured in InvestmentNews on active ETFs; Schwab is listed as a custodian.
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Owner & Executives
TIMOTHY PATRICK KENNEY
Chief Compliance Officer, Founder
- CRD
- #3097033
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Roxanne Fiona Desouza
Client Services Associate
- CRD
- #7690573
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,343,287 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,343,287 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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