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Seacrest Wealth Management, LLC

● SEC registered since 2008CRD 147092SEC# 801-69141Purchase, NY
Export (members)
Reg. AUM
$1.53B
Employees
47
Accounts
3,417
Location
Purchase, NY

Seacrest Wealth Management, LLC assets under management

Seacrest Wealth Management, LLC is an SEC-registered investment adviser based in Purchase, NY. The firm has been registered since 2008. It reports $1.5 billion in regulatory assets under management and employs 47 people.
www.seacrestwm.comView on SEC.gov ↗

Seacrest Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Edward Malachy Sullivan ControlPresident, Managing Member50-75%2008
Ronald R Lenihan ControlManaging Member And Chief Compliance OfficerUnder 5%2009
Seacrest Management, LLC ControlMember50-75%2008
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Frequently asked questions

How much does Seacrest Wealth Management, LLC manage?

Seacrest Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Seacrest Wealth Management, LLC have?

Seacrest Wealth Management, LLC reports 47 employees.

Where is Seacrest Wealth Management, LLC located?

Seacrest Wealth Management, LLC is based in Purchase, NY and has been SEC-registered since 2008.

Does Seacrest Wealth Management, LLC disclose fund performance?

Seacrest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3000 Westchester Avenue, Suite 206, Purchase, NY 10577
Phone914-502-1900
Fax914-251-1312
Office hours9:30 a.m. - 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1728121
Discloses disciplinary historyYes

Regulatory AUM

$1.53B▲ 20%
Jan '25 — $1.28BFeb '25 — $1.56BMar '25 — $1.56BApr '25 — $1.56BMay '25 — $1.56BJun '25 — $1.56BJul '25 — $1.56BAug '25 — $1.56BSep '25 — $1.56BOct '25 — $1.56BNov '25 — $1.56BDec '25 — $1.56BJan '26 — $1.56BFeb '26 — $1.56BMar '26 — $1.53BApr '26 — $1.53BMay '26 — $1.53BJun '26 — $1.53B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$1.53Bregulatory AUM
Discretionary $1.45BNon-discretionary $84.6M