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.

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.