A complete list of active advisors currently associated with Seed Wealth Management, Inc.

Warmer can help you find a great advisor at Seed Wealth Management, Inc. or one who fits your needs even better.

Seed Wealth Management, Inc. primarily serves high‑net‑worth individuals, trusts, estates and other investment advisers, offering discretionary, fee‑based portfolio management and sub‑advisory solutions. The firm manages accounts on a discretionary basis and requires a $3 million account minimum for new relationships. The firm’s investment process is tailored to each client and includes portfolios of individual securities, ETFs, fixed income and alternative or complex products, with quantitative analysis and Bloomberg performance attribution used for monitoring and rebalancing. Seed also uses third‑party technology (Smart‑RIA) for compliance and employs AI for real‑time note‑taking and preliminary data analysis, with human oversight and an opt‑out option for participants. What is distinctive about Seed relative to many supported peers is its concentrated scale: it reports approximately $188.8 million in discretionary assets for roughly 34 clients under a single‑advisor structure, resulting in relatively large average account sizes. The firm also actively offers sub‑advisory services to unaffiliated advisers and explicitly documents its AI usage and related controls, features that are less common among similarly categorized firms.

To learn more about the advisors currently working at Seed Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.