# Seagrass Financial

Seagrass Financial is a RIA based in Portland, Oregon.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland, Oregon
- **Assets under management:** Undisclosed
- **Website:** https://seagrassfinancial.com

## Regulatory record

- **CRD number:** 281256
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281256

## About

Seagrass Financial, LLC is a state-registered investment adviser with approximately $86 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Seagrass Financial?

No principals or investment decision-makers for Seagrass Financial LLC are named in public records. The firm's leadership remains anonymous.

### What is the wealth origin behind Seagrass Financial?

The source of capital managed by Seagrass Financial is not publicly disclosed. No family or individual is associated with the firm in accessible documents.

### Does Seagrass Financial invest in funds or directly?

Seagrass Financial's investment approach is unknown. There are no public records of fund commitments, direct deals, or co-investments.

### What investment stages or sectors does Seagrass Financial target?

No sector preferences, stage focus, or geographic priorities are documented for Seagrass Financial. The firm's investment parameters are private.

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- [HELM Financial Planning LLC](https://altss.com/profile/helm-financial-planning-llc)
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Last updated: 2026-07-09T00:56:46.082Z

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