Seed Wealth Management, Inc.
● SEC registered since 2022CRD 171920SEC# 801-123622
Reg. AUM
$188.8M
Employees
2
Accounts
34
Location
—
Seed Wealth Management, Inc. assets under management
Seed Wealth Management, Inc. is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $188.8 million in regulatory assets under management and employs 2 people.
Seed Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Halleck Seed Control | President/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Seed Wealth Management, Inc. manage?
Seed Wealth Management, Inc. reports $188.8 million in regulatory assets under management on its Form ADV.
How many employees does Seed Wealth Management, Inc. have?
Seed Wealth Management, Inc. reports 2 employees.
Does Seed Wealth Management, Inc. disclose fund performance?
Seed Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 312-771-6900 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$188.8Mregulatory AUM
Discretionary $188.8M