SEED WEALTH MANAGEMENT, INC.
Adviser information for SEED WEALTH MANAGEMENT, INC. last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 31 | $147.0M |
| Non-Discretionary | 0 | $0 |
| Total | 31 | $147.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $1.5M |
| HNW Individuals | 26 | $145.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 31 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
1220 SHERMAN AVEEVANSTON
IL
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 312-771-6900, Fax: None
Chief Compliance Officer
JONATHAN H. SEED
PRESIDENT
1220 SHERMAN AVE
EVANSTON
IL
United States
Tel:
508-343-8977
J**@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SEED, JONATHAN, HALLECK | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 06/2014 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 372K | 4K | – |
| ABBVIE INC | COM | 236K | 1K | – |
| ADOBE INC | COM | 396K | 712 | – |
| AFLAC INC | COM | 284K | 3K | – |
| ALPHABET INC | CAP STK CL A | 383K | 2K | – |
| ALPHABET INC | CAP STK CL C | 1M | 6K | – |
| AMAZON COM INC | COM | 1M | 8K | – |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 770K | 13K | – |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 293K | 6K | – |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 1M | 23K | – |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 1M | 20K | – |
| AMERICAN CENTY ETF TR | US EQT ETF | 4M | 43K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 4M | 49K | – |
| APPLE INC | COM | 2M | 10K | – |
| ARCHER DANIELS MIDLAND CO | COM | 220K | 4K | – |
| AUTOZONE INC | COM | 288K | 97 | – |
| AVERY DENNISON CORP | COM | 223K | 1K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 272K | 669 | – |
| BEST BUY INC | COM | 343K | 4K | – |
| BLACKROCK INC | COM | 357K | 454 | – |
| BLACKROCK INVT QUALITY MUN T | COM | 144K | 12K | – |
| BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 960K | 46K | – |
| BLACKROCK MUNIVEST FD INC | COM | 178K | 25K | – |
| BROADCOM INC | COM | 1M | 838 | – |
| CATERPILLAR INC | COM | 480K | 1K | – |
| CHUBB LIMITED | COM | 231K | 905 | – |
| CISCO SYS INC | COM | 513K | 11K | – |
| COMCAST CORP NEW | CL A | 232K | 6K | – |
| CONSTELLATION BRANDS INC | CL A | 232K | 900 | – |
| COSTCO WHSL CORP NEW | COM | 432K | 509 | – |
| DEERE & CO | COM | 602K | 2K | – |
| DELL TECHNOLOGIES INC | CL C | 1M | 9K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 547K | 18K | – |
| DISNEY WALT CO | COM | 343K | 3K | – |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 2M | 22K | – |
| EA SERIES TRUST | INTL QUAN MOMNTM | 244K | 9K | – |
| EA SERIES TRUST | US QUAN MOMENTUM | 2M | 33K | – |
| EBAY INC. | COM | 210K | 4K | – |
| EDWARDS LIFESCIENCES CORP | COM | 288K | 3K | – |
| ELECTRONIC ARTS INC | COM | 269K | 2K | – |
| ELEVANCE HEALTH INC | COM | 203K | 374 | – |
| EQUINOR ASA | SPONSORED ADR | 326K | 11K | – |
| EXXON MOBIL CORP | COM | 646K | 6K | – |
| FEDEX CORP | COM | 367K | 1K | – |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 434K | 9K | – |
| FISERV INC | COM | 201K | 1K | – |
| FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | 250K | 15K | – |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 2M | 76K | – |
| GLOBAL X FDS | RATE PREFERRED | 1M | 50K | – |
| GSK PLC | SPONSORED ADR | 290K | 8K | – |
| HALEON PLC | SPON ADS | 241K | 29K | – |
| HCA HEALTHCARE INC | COM | 371K | 1K | – |
| HOME DEPOT INC | COM | 769K | 2K | – |
| ICICI BANK LIMITED | ADR | 639K | 22K | – |
| INFOSYS LTD | SPONSORED ADR | 340K | 18K | – |
| INNOVATIVE INDL PPTYS INC | COM | 227K | 2K | – |
| INTEL CORP | COM | 285K | 9K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 290K | 2K | – |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 3M | 127K | – |
| INVESCO QQQ TR | UNIT SER 1 | 288K | 600 | – |
| IRON MTN INC DEL | COM | 235K | 3K | – |
| ISHARES INC | EMNG MKTS EQT | 280K | 6K | – |
| ISHARES TR | 0-5YR INVT GR CP | 742K | 15K | – |
| ISHARES TR | BLACKROCK ULTRA | 455K | 9K | – |
| ISHARES TR | CORE S&P MCP ETF | 266K | 5K | – |
| ISHARES TR | ISHARES BIOTECH | 343K | 3K | – |
| ISHARES TR | ISHS 5-10YR INVT | 471K | 9K | – |
| ISHARES TR | MBS ETF | 865K | 9K | – |
| ISHARES TR | MSCI INTL MOMENT | 383K | 10K | – |
| JANUS DETROIT STR TR | HENDERSON MTG | 4M | 99K | – |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 1M | 21K | – |
| JAPAN SMALLER CAPITALIZATION | COM | 94K | 12K | – |
| JOHNSON & JOHNSON | COM | 544K | 4K | – |
| JPMORGAN CHASE & CO. | COM | 303K | 1K | – |
| KEYCORP | COM | 351K | 25K | – |
| KIMBERLY-CLARK CORP | COM | 255K | 2K | – |
| KROGER CO | COM | 257K | 5K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 280K | 1K | – |
| LENNAR CORP | CL A | 562K | 4K | – |
| LOCKHEED MARTIN CORP | COM | 222K | 476 | – |
| MATCH GROUP INC NEW | COM | 211K | 7K | – |
| MCDONALDS CORP | COM | 594K | 2K | – |
| MCKESSON CORP | COM | 861K | 1K | – |
| MERCK & CO INC | COM | 467K | 4K | – |
| META PLATFORMS INC | CL A | 807K | 2K | – |
| MICROSOFT CORP | COM | 3M | 6K | – |
| NETFLIX INC | COM | 351K | 520 | – |
| NOVO-NORDISK A S | ADR | 2M | 12K | – |
| NUVEEN AMT FREE QLTY MUN INC | COM | 166K | 15K | – |
| NUVEEN VRIABL RAT PFD & INM | COM | 1M | 62K | – |
| NVIDIA CORPORATION | COM | 356K | 3K | – |
| ORACLE CORP | COM | 749K | 5K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 469K | 19K | – |
| PAYPAL HLDGS INC | COM | 282K | 5K | – |
| PENTAIR PLC | SHS | 225K | 3K | – |
| PGIM ETF TR | PGIM ULTRA SH BD | 216K | 4K | – |
| POWERSHARES ACTIVELY MANAGED | AAA CLO FLTNG RT | 322K | 13K | – |
| PROCTER AND GAMBLE CO | COM | 415K | 3K | – |
| PROGRESSIVE CORP | COM | 714K | 3K | – |
| QUALCOMM INC | COM | 591K | 3K | – |
| REPUBLIC SVCS INC | COM | 245K | 1K | – |
| RTX CORPORATION | COM | 309K | 3K | – |
| SALESFORCE INC | COM | 938K | 4K | – |
| SANOFI | SPONSORED ADR | 228K | 5K | – |
| SCHWAB CHARLES CORP | COM | 247K | 3K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 1M | 32K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 407K | 12K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 553K | 14K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 5M | 72K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 1M | 16K | – |
| SCHWAB STRATEGIC TR | US TIPS ETF | 3M | 66K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 396K | 2K | – |
| SHELL PLC | SPON ADS | 582K | 8K | – |
| SONY GROUP CORP | SPONSORED ADR | 443K | 5K | – |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 202K | 3K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 1M | 14K | – |
| SPDR SER TR | PORT MTG BK ETF | 3M | 135K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 586K | 7K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 2M | 53K | – |
| STRYKER CORPORATION | COM | 561K | 2K | – |
| SYNOPSYS INC | COM | 643K | 1K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 792K | 5K | – |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 403K | 3K | – |
| TE CONNECTIVITY LTD | SHS | 313K | 2K | – |
| TEXAS INSTRS INC | COM | 263K | 1K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 221K | 400 | – |
| TOUCHSTONE ETF TRUST | SECURITIZED INCO | 316K | 12K | – |
| UBS GROUP AG | SHS | 388K | 13K | – |
| UNITEDHEALTH GROUP INC | COM | 319K | 627 | – |
| VANECK ETF TRUST | CLO ETF | 440K | 8K | – |
| VANECK ETF TRUST | EMERGING MRKT HI | 937K | 49K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 445K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3M | 10K | – |
| VANGUARD INDEX FDS | VALUE ETF | 277K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 253K | 6K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 524K | 11K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 7M | 149K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 1M | 22K | – |
| VANGUARD WELLINGTON FD | US MOMENTUM | 485K | 3K | – |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | 973K | 8K | – |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 368K | 6K | – |
| VIATRIS INC | COM | 117K | 11K | – |
| VISA INC | COM CL A | 439K | 2K | – |
| WALMART INC | COM | 555K | 8K | – |
| WASTE MGMT INC DEL | COM | 216K | 1K | – |
| WELLS FARGO CO NEW | COM | 216K | 4K | – |
| WESTERN ASSET EMERGING MKTS | COM | 185K | 20K | – |
| WILLIS TOWERS WATSON PLC LTD | SHS | 254K | 970 | – |
| WISDOMTREE TR | EMG MKTS SMCAP | 288K | 6K | – |