Seaport Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients and focuses on portfolio management rather than comprehensive financial planning. The firm accepts clients without formal income or asset minimums and bills advisory fees through the client’s chosen custodian.
The firm emphasizes a passive investment-management approach intended to mirror broad-market indices, typically using diversified mutual funds and ETFs while incorporating fundamental, technical and cyclical analyses as warranted. Accounts are managed primarily on a nondiscretionary basis with customized investment guidelines, and the firm may recommend third‑party investment managers to implement discretionary strategies when appropriate.
Noteworthy features relative to peers include the predominance of nondiscretionary assets and a small overall asset and client base, which reflects a boutique operational scale. The brochure discloses outside business activities — passive rental real estate ownership and limited legal document preparation services — and describes the firm’s participation in a custodian program that provides institutional support services to the adviser, a relationship the firm identifies as a potential conflict of interest for clients to consider.
Client services
Expertise
Fee options
$0 - $99,999: 1.50% (150 basis points) annually $100,000 - $249,999: 1.25% (125 basis points) annually $250,000 - $999,999: 1.10% (110 basis points) annually $1,000,000+: Negotiable, not to exceed 1.00% annually
Fee-only: Annual asset-based fees paid quarterly; fees are negotiable and may be discounted or waived for certain clients.
Main office
See officeEscondido CA
Advisors at this office
1
Most active in
California
Also doing business as
Ball, Bradley Maurice · Seaport Wealth Management
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
Advisors at this firm
Adam T
Series 63, Series 66
Scottdale, AZ
Seaport Wealth Management
Adam Tasse is a financial advisor at Seaport Wealth Management in Scottdale, AZ, holding the Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Seaport Wealth Management is a small, two-advisor registered investment adviser that serves individual retail clients with a focus on portfolio management rather than comprehensive financial planning. The firm employs a passive investment approach aimed at mirroring broad-market indices, managing accounts primarily on a nondiscretionary basis and occasionally recommending third-party managers for discretionary strategies.
Bradley B
Series 63, Series 65
Escondido, CA
Seaport Wealth Management
Bradley Ball is a financial advisor at Seaport Wealth Management in Escondido, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Newbridge Securities Corporation for 13 years before joining Seaport Wealth Management in 2020. Outside of his advisory role, he provides limited legal document preparation services, assisting individuals including his elderly father. Seaport Wealth Management is a small, two-advisor firm serving individual retail clients with a focus on passive portfolio management using diversified mutual funds and ETFs. The firm manages primarily nondiscretionary accounts and may recommend third-party managers for discretionary strategies when appropriate.
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