Seraphim Wealth Advisors

The firm's investment committee, as disclosed in SEC Form ADV, oversees asset allocation and manager selection. Individual client portfolios are managed by a team of advisors who report to the chief compliance officer and senior management. Principal names are not publicly listed on the firm's ADV filing as of 2025.

Seraphim does not publicly market proprietary deal sourcing. As a registered investment advisor focused on multi-family office services, the firm likely sources investments through external managers, direct relationships with regional GPs, and client referrals. No specific co-investment platforms or club deals have been disclosed.

Seraphim is structured as a multi-family office. It serves multiple high-net-worth families rather than a single wealth origin. The firm is registered with the SEC as an investment advisor, which is typical for multi-family offices that manage assets for multiple clients.

Based on the firm's regulatory filings, Seraphim primarily advises on managed accounts and allocates to external funds (mutual funds, ETFs, and alternative investment vehicles). Direct private equity or venture capital commitments are not listed as a primary activity in public disclosures.

Seraphim focuses on traditional long-only public markets and fixed income. There is no public evidence of specific stage-focused venture capital or growth equity allocations. The firm's client portfolios emphasize capital preservation and income generation over aggressive growth.

Seraphim does not publicly disclose negative screening criteria or explicit avoidance sectors. As a fiduciary RIA, sector allocations are determined per client objectives. No fossil fuel or ESG-themed restrictions have been reported in the firm's ADV.

Public records do not disclose the specific wealth origin of Seraphim's clients. As a multi-family office, the firm serves families with accumulated wealth from various sources including business ownership, professional services, and generational inheritance, though no single wealth origin is attributed.