Overview
Assets Under Management: $72 million
Headquarters: LINDENHURST, NY
High-Net-Worth Clients: 30
Average Client Assets: $1.9 million
Frequently Asked Questions
R. SEEGER WEALTH MANAGEMENT, LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152258), R. SEEGER WEALTH MANAGEMENT, LTD is subject to fiduciary duty under federal law.
R. SEEGER WEALTH MANAGEMENT, LTD is headquartered in LINDENHURST, NY.
R. SEEGER WEALTH MANAGEMENT, LTD serves 30 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, R. SEEGER WEALTH MANAGEMENT, LTD offers financial planning and portfolio management for individuals. View all service details ↓
R. SEEGER WEALTH MANAGEMENT, LTD manages $72 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, R. SEEGER WEALTH MANAGEMENT, LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.02%
Average Client Assets: $1.9 million
Total Client Accounts: 67
Discretionary Accounts: 67
Regulatory Filings
CRD Number: 152258
Filing ID: 2052155
Last Filing Date: 2026-02-12 12:44:49