Scottdale, AZ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Seaport Wealth Management
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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.
Based on Seaport Wealth Management
Location
Scottdale AZ
Advisors at this office
1
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