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Seaport Wealth Management

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Client assets under management

$3,500,000

Clients

26

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

13

Very Low

Average account size

$134,615

About

Seaport Wealth Management is a state‑registered investment adviser that serves individual investors through portfolio management and related advisory services; the firm does not provide traditional, comprehensive financial planning. It operates as a sole proprietorship and works with a modest client base of individual (non–high‑net‑worth) accounts held at an independent custodian.

The firm's investment approach emphasizes passive management intended to replicate broad‑market indices using mutual funds and ETFs, with portfolios customized through written investment guidelines reflecting clients' objectives, time horizon, and risk tolerance. Accounts are managed on a nondiscretionary basis requiring client pre‑approval for transactions, and the firm may recommend third‑party investment managers after conducting due diligence.

Noteworthy details disclosed in the ADV include that reported assets are entirely non‑discretionary (approximately $3.5 million), an arrangement that is uncommon among similar supported firms, and that the principal discloses outside business activities such as limited legal‑document preparation and passive rental real estate ownership. The firm also does not vote client proxies and relies on custodian statements for reporting and fee withdrawals, practices it documents in its brochure rather than retaining discretionary trading authority.

Client services

Portfolio management Selection of other advisers

Expertise

Passive / index investing

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Fee options

Percentage

$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

Other

Fee-only: Annualized asset-based fee paid quarterly, negotiated fees may apply above $1,000,000; no commissions, no performance fees.

Main office location

Seaport Wealth Management

San Diego CA, United States

Number of offices

1

Most active in

More info

California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

(951) 399-4335

Advisors at this firm

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Adam T

Series 63, Series 66

Scottdale, AZ

Seaport Wealth Management

Adam Tasse is a financial advisor with Seaport Wealth Management in Scottdale, AZ, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Newbridge Securities Corp. for 16 years before joining Seaport Wealth Management in 2023. Outside of advising, he is involved in limited legal-document preparation. Seaport Wealth Management serves individual investors through portfolio management and related advisory services, focusing on passive management that replicates broad-market indices using mutual funds and ETFs. The firm manages accounts on a nondiscretionary basis and works with a modest client base of individual accounts held at an independent custodian.

Passive / index investing
user avatar

Bradley B

Series 63, Series 65

San Diego, CA

Seaport Wealth Management

Bradley Ball is a financial advisor at Seaport Wealth Management with 29 years of industry experience. He previously worked at Newbridge Securities Corporation for 13 years before joining Seaport Wealth Management in 2020. In addition to his advisory role, he operates as a licensed document assistant, providing legal document preparation services. Seaport Wealth Management serves individual investors through portfolio management and related advisory services, focusing on passive management strategies that replicate broad-market indices using mutual funds and ETFs. The firm manages accounts on a nondiscretionary basis and customizes portfolios according to clients’ objectives, time horizon, and risk tolerance.

Passive / index investing
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