CRD: 306209
Seed Money Consulting
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-29-2020
- Office Locations
- 1
Office Locations
About Seed Money Consulting
Seed Money Consulting is an independent, fee-based RIA providing flexible financial planning, tax prep/advisory, and outsourced CFO-style business services for individuals and growing business owners. The firm also offers transparent investment management built on long-term ownership and independent research, with no account minimums; public filings show ETF-centric portfolios. Custody includes Altruist, and the team has been featured on NBC, CBS, and USA Today.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MELINA SARAH MASLEHATI
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7214381
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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