TrueAdvisor
TrueAdvisor
HH
HH
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Seacrest Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B

Fee Structure

Location

Westwood, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Seacrest Wealth Management, LLC
February 2025 - Present · 1 yr
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.