Seal Rock Wealth Management, LLC
Seal Rock Wealth Management, LLC (CRD# 282591) is a financial advisory firm headquartered in , . They manage $65,975,307 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Seal Rock Wealth Management, LLC
By the Numbers
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Total Assets Under Management66MILLION
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Total Number of Accounts74ACCOUNTS
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Average Account Value$891,558
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Seal Rock Wealth Management, LLC
1
Joseph Sweeney (CRD# 4244686) is an Investment Advisor Representative working at Seal Rock Wealth Management, LLC in Monterey, CA and has over 23 years of experience in the finance industry.
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