Seasons Wealth Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Seasons Wealth Services LLC focuses on managing pooled vehicles and institutional or sponsor-type mandates while also offering portfolio management, financial planning, business planning, and investment consultation services. The firm provides ongoing discretionary management as well as limited-scope, hourly engagements and project-based planning work for its clients.
The firm’s investment approach is grounded in Modern Portfolio Theory and implemented through a passive, index-oriented buy-and-hold strategy with periodic rebalancing; it exercises discretion over security selection and may aggregate trades across accounts. Research is drawn from industry periodicals, economist reports, and regulatory filings, and recommended portfolios emphasize diversification, tax efficiency, and low-cost vehicles.
What is noteworthy is the firm’s combination of advisory services with an affiliated accounting business that offers tax preparation and business consulting under shared management, an arrangement that is uncommon among peers. The firm also offers a subscription-style ongoing planning option and hourly engagements for narrowly scoped work, does not offer performance-based fees, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,000 - $2,000,000: 0.80% $2,000,000 - $5,000,000: 0.64% $5,000,000+: 0.51%
$300 per hour
$300 to $1,000 per month
Main office
500 Oakwood Pl NE
Albuquerque NM 87123
Advisors at this office
1
Most active in
New Mexico
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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