# SeaCrest Wealth Management

SeaCrest Wealth Management is a Bank / Wealth / Trust based in Purchase, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Purchase, United States
- **Region:** North America
- **Address:** Purchase, NY, United States
- **Founded:** 2008
- **Assets under management:** $1.2B (Altss estimate)
- **Website:** www.seacrestwm.com
- **LinkedIn:** https://www.linkedin.com/company/seacrest-wealth-management

## Regulatory record

- **CRD number:** 147092
- **SEC file number:** 801-69141
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147092

## About

SeaCrest Wealth Management is an SEC-registered investment adviser in Purchase, NY, registered since 2008. The firm manages $1.5 billion in assets, with $1.4 billion on a discretionary basis. It has 47 employees and 36 investment advisers.

## Questions

### Does SeaCrest Wealth Management disclose its assets under management?

No public AUM figure is maintained on the firm's website or LinkedIn. Altss estimates the firm manages roughly $1.2B, informed by industry databases and the typical scale of regional bank wealth units serving similar client demographics.

### What investment strategies does SeaCrest deploy for its clients?

The only strategy descriptor available to Altss is a generic multi-asset-class tag. The firm has not published a breakdown of allocations to private equity, venture capital, real assets, hedge funds, or direct co-investments, making it difficult to assess alternative-exposure appetite from the outside.

## Related profiles

- [Ralph C. Wilson, Jr. Foundation](https://altss.com/profile/ralph-c-wilson-jr-foundation-rcwjrf)
- [South Suez Capital](https://altss.com/profile/south-suez-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/seacrest-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology