S
$188.8M Total AUM
$188.8M Disc. AUM
12.1% 3Y CAGR
2 Employees
65 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-03-2014
- Office Locations
- 1
Office Locations
-- Evanston IL
About Seed Wealth Management, Inc.
Seed Wealth Management is an Evanston, IL registered investment adviser grounded in Modern Portfolio Theory, building value-biased, personalized portfolios designed to minimize risk while keeping costs and taxes low. The firm emphasizes tax-loss harvesting and account-aware implementation alongside customized diversification; its published pricing is 0% on cash and 0.30% on invested assets.
Team overview
57 AVG AGE
$188.8M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
11.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JONATHAN HALLECK SEED
Associate, Chief Compliance Officer, President
- CRD
- #1892011
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,800,000 | $5,552,941 |
| Non-Discretionary | $0 | -- |
| Total | $188,800,000 | $5,552,941 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Other:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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