Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
SEEDSAFE FINANCIAL LLC 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 #283887), SEEDSAFE FINANCIAL LLC is subject to fiduciary duty under federal law.
SEEDSAFE FINANCIAL LLC serves 48 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, SEEDSAFE FINANCIAL LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SEEDSAFE FINANCIAL LLC manages $125 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, SEEDSAFE FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 406
Discretionary Accounts: 406
Regulatory Filings
CRD Number: 283887
Filing ID: 2053180
Last Filing Date: 2026-02-24 15:39:44