SEACREST WEALTH MANAGEMENT, LLC

CRD

147092

SEC file #

801-69141

EIN

262338030

DBA names

—

Economics

AUM

$1.53B

AUM band

$1B+

AUM trajectory

'20 · $696.1M

'21 · $905.2M

'22 · $1.23B

'23 · $1.41B

'25 · $1.56B

'26 · $1.53B

'20'26

$696.1M → $1.53B▲ +120%

sec adv history

Client mix

Individuals Other	1,102
Individuals High Net Worth	373
Charitable Organizations	9
Corporations	9
Pension Profit Sharing Plans	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 42 advisors

'21 · 42 advisors

'22 · 42 advisors

'23 · 43 advisors

'25 · 42 advisors

'26 · 36 advisors

'20'26

42 advisors → 36 advisors▼ -14%

sec adv history

Primary office

PURCHASE NY

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/17/2026

ADV-W filed at

—

Website

seacrestwm.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SEACREST MANAGEMENT, LLC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

SEACREST MANAGEMENT, LLC

SULLIVAN, EDWARD, MALACHY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SEACRESTWM.COM

Rdap Domain Creation Date

2008-05-21T02:18:37Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

71,172

Form 5500 Compensation Trajectory 3y

2025

71,172

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

71,172

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001728121

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-02-02

Edgar Last Filing Date

2026-04-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-15

Accession0001951757-26-000599

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

3000 WESTCHESTER AVENUESUITE 206PURCHASE, NY 10577

Business

3000 WESTCHESTER AVENUESUITE 206PURCHASE, NY 10577

Edgar EIN

262338030

Edgar Recent Filings

13F-HR2026-04-15 · 0001951757-26-000599

13F-HR2026-01-12 · 0001951757-26-000045

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-05-21T02:18:37Z

Rdap Domain Last Changed

2026-03-21T06:42:29Z

Rdap Nameservers

Ns0.dnsmadeeasy.comNs2.dnsmadeeasy.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

SULLIVAN, EDWARD, MALACHY

People (39)

IAR · Direct Owner · 62.5%

849142

LENIHAN, RONALD, R

IAR · Executive Officer · 2.5%

1673704

HEMRIC, STEVEN, HOWARD

Executive Officer · 2.5%

8039095

CHARLES MURRAY DWIGHT

JULIANA SURCALO EVANS

5809425

ROBERT RAYMOND SAYLER

JOANNE LIAKOS HACKENBURG

BENJAMIN STUART BRAINARD

MCLANDRESS, AMY, LYNNE

2640527

NELSON, CHRISTOPHER, C

Carter Michael Howell

HUBBS, HARRISON, MICHAEL

8038286

JEANNE LOUISE MCVEIGH