Rolling Hills Estates, CA Office

Seacrest Wealth Management is an SEC-registered, multi-advisor wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, charitable organizations and businesses. The firm provides comprehensive financial planning, investment management (discretionary and non‑discretionary), retirement‑plan advisory and consulting services and manages roughly $1.53 billion through a team of advisers.

Seacrest generally pursues a customized, long‑term investment approach that blends fundamental and technical analysis and can include mutual funds, ETFs, individual securities, alternatives and allocations to independent managers. The firm uses internally developed and third‑party artificial‑intelligence tools as decision‑support (with human review), provides both 3(21) and 3(38) retirement plan services, and may recommend custodian‑sourced lending solutions (pledged‑asset lines) or other specialized products as part of planning.

Distinctive elements in the brochure include the recent addition of divorce mediation services delivered by a Certified Divorce Financial Analyst, the ability to recommend corporate trust services through its custodian’s trust company, and participation in pledged‑asset lending programs. The firm also discloses relationships that can create conflicts of interest—including broker‑dealer and insurance affiliations and participation in institutional custodian platforms that provide economic benefits to the firm—and reported a December 2024 SEC settlement involving supervision failures that resulted in a censure and a $375,000 civil penalty.