Sea Suite Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sea Suite Financial provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, and non‑profit and charitable organizations. Services include discretionary and non‑discretionary portfolio management, retirement account advice, and broader financial planning and consulting.
The firm typically constructs portfolios using low‑cost mutual funds and ETFs and may also use individual stocks, bonds, and CDs while allowing for retention of legacy holdings for tax or portfolio‑fit reasons. Sea Suite Financial describes a short‑term focused approach that employs both fundamental and technical analysis and may implement portions of client portfolios through unaffiliated Independent Managers while conducting oversight and due diligence.
Distinctively for a solo independent advisor, the firm explicitly includes institutional clients such as businesses and non‑profits among its target clientele, a service offering that is uncommon for peers in its category. Sea Suite Financial was formed in 2025, reported no assets under management and no client accounts as of December 31, 2025, and maintains an institutional relationship with Charles Schwab to access custodian services and third‑party platforms.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
Main office
Redford MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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