SEACREST WEALTH MANAGEMENT, LLC
CRD #147092 SEC #801-69141 PURCHASE, NY 914-502-1900
SEC Registered
Total AUM
$1.6B
Discretionary
$1.5B
Employees
51
Clients
51
Accounts
3,945
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.6B | $1.5B | $97.2M | 51 | 0 |
| Feb 2025 | $1.6B | $1.5B | $97.2M | 51 | 0 |
| Jan 2025 | $1.3B | $1.2B | $80.7M | 51 | 0 |
| Jan 2025 | $1.3B | $1.2B | $80.7M | 51 | 0 |
| Oct 2024 | $1.3B | $1.2B | $80.7M | 51 | 0 |
| Apr 2024 | $1.3B | $1.2B | $80.7M | 51 | 0 |
| Mar 2024 | $1.3B | $1.2B | $80.7M | 51 | 0 |
| Dec 2023 | $1.1B | $1B | $80.6M | 51 | 0 |
| Aug 2023 | $1.1B | $1B | $80.6M | 51 | 0 |
| May 2023 | $1.1B | $1B | $80.6M | 51 | 0 |
| Apr 2023 | $1.1B | $1B | $80.6M | 51 | 0 |
| Mar 2023 | $1.1B | $1B | $80.6M | 51 | 0 |
| Oct 2022 | $1.4B | $1.2B | $163.3M | 53 | 0 |
| Mar 2022 | $1.4B | $1.2B | $163.3M | 53 | 0 |
| Dec 2021 | $1.2B | $1.2B | $58.1M | 51 | 0 |
| Sep 2021 | $1.2B | $1.2B | $58.1M | 51 | 0 |
| Mar 2021 | $1.2B | $1.2B | $58.1M | 51 | 0 |
| Dec 2020 | $905.2M | $858.3M | $46.9M | 53 | 0 |
| Nov 2020 | $905.2M | $858.3M | $46.9M | 53 | 0 |
| Jun 2020 | $905.2M | $858.3M | $46.9M | 53 | 0 |
| Mar 2020 | $905.2M | $858.3M | $46.9M | 53 | 0 |
| Mar 2020 | $905.2M | $807.5M | $97.7M | 53 | 0 |
| Nov 2019 | $696.1M | $658.6M | $37.5M | 51 | 0 |
| Jun 2019 | $696.1M | $658.6M | $37.5M | 51 | 0 |
| Apr 2019 | $696.1M | $658.6M | $37.5M | 51 | 0 |
| Mar 2019 | $696.1M | $658.6M | $37.5M | 51 | 0 |
| Oct 2018 | $739.5M | $700.8M | $38.7M | 53 | 0 |
| Sep 2018 | $739.5M | $700.8M | $38.7M | 53 | 0 |
| Mar 2018 | $739.5M | $700.8M | $38.7M | 53 | 0 |
| Apr 2017 | $608.2M | $598.6M | $9.5M | 52 | 1,300 |
| Mar 2017 | $608.2M | $598.6M | $9.5M | 52 | 1,300 |
| Nov 2016 | $545M | $512.9M | $32.1M | 51 | 1,400 |
| Jun 2016 | $545M | $512.9M | $32.1M | 51 | 1,400 |
| Mar 2016 | $545M | $512.9M | $32.1M | 51 | 1,400 |
| Jan 2016 | $566.8M | $559.7M | $7.1M | 39 | 1,500 |
| Nov 2015 | $566.8M | $559.7M | $7.1M | 39 | 1,500 |
| Jul 2015 | $566.8M | $559.7M | $7.1M | 38 | 1,500 |
| Jun 2015 | $566.8M | $559.7M | $7.1M | 38 | 1,500 |
| May 2015 | $566.8M | $559.7M | $7.1M | 38 | 1,500 |
| Apr 2015 | $566.8M | $559.7M | $7.1M | 38 | 1,500 |
| Dec 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Nov 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Nov 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Oct 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Sep 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Sep 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Sep 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| May 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Apr 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Mar 2014 | $522.5M | $485.7M | $36.8M | 37 | 800 |
| Apr 2013 | $401.9M | $380.3M | $21.6M | 37 | 1,400 |
| Apr 2013 | $401.9M | $380.3M | $21.6M | 37 | 1,400 |
| Sep 2012 | $210M | $210M | $0 | 11 | 600 |
| Aug 2012 | $210M | $210M | $0 | 11 | 600 |
| Jun 2012 | $210M | $210M | $0 | 11 | 600 |
| Mar 2012 | $210M | $210M | $0 | 11 | 600 |
| Jul 2011 | $168.5M | $159M | $9.5M | -- | -- |
| Apr 2011 | $168.5M | $159M | $9.5M | -- | -- |
| Mar 2011 | $168.5M | $159M | $9.5M | -- | -- |
| Nov 2010 | $117.6M | $114M | $3.6M | -- | -- |
| Apr 2010 | $117.6M | $114M | $3.6M | -- | -- |
| Oct 2009 | $160M | $120M | $40M | 10 | -- |
| Mar 2009 | $62M | $46.5M | $15.5M | 10 | -- |
DateOct 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$97.2M
Employees51
Clients0
DateFeb 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$97.2M
Employees51
Clients0
DateJan 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$80.7M
Employees51
Clients0
DateJan 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$80.7M
Employees51
Clients0
DateOct 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$80.7M
Employees51
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$80.7M
Employees51
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$80.7M
Employees51
Clients0
DateDec 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$80.6M
Employees51
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$80.6M
Employees51
Clients0
DateMay 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$80.6M
Employees51
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$80.6M
Employees51
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$80.6M
Employees51
Clients0
DateOct 2022
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$163.3M
Employees53
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$163.3M
Employees53
Clients0
DateDec 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$58.1M
Employees51
Clients0
DateSep 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$58.1M
Employees51
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$58.1M
Employees51
Clients0
DateDec 2020
Total AUM$905.2M
Discretionary$858.3M
Non-Disc.$46.9M
Employees53
Clients0
DateNov 2020
Total AUM$905.2M
Discretionary$858.3M
Non-Disc.$46.9M
Employees53
Clients0
DateJun 2020
Total AUM$905.2M
Discretionary$858.3M
Non-Disc.$46.9M
Employees53
Clients0
DateMar 2020
Total AUM$905.2M
Discretionary$858.3M
Non-Disc.$46.9M
Employees53
Clients0
DateMar 2020
Total AUM$905.2M
Discretionary$807.5M
Non-Disc.$97.7M
Employees53
Clients0
DateNov 2019
Total AUM$696.1M
Discretionary$658.6M
Non-Disc.$37.5M
Employees51
Clients0
DateJun 2019
Total AUM$696.1M
Discretionary$658.6M
Non-Disc.$37.5M
Employees51
Clients0
DateApr 2019
Total AUM$696.1M
Discretionary$658.6M
Non-Disc.$37.5M
Employees51
Clients0
DateMar 2019
Total AUM$696.1M
Discretionary$658.6M
Non-Disc.$37.5M
Employees51
Clients0
DateOct 2018
Total AUM$739.5M
Discretionary$700.8M
Non-Disc.$38.7M
Employees53
Clients0
DateSep 2018
Total AUM$739.5M
Discretionary$700.8M
Non-Disc.$38.7M
Employees53
Clients0
DateMar 2018
Total AUM$739.5M
Discretionary$700.8M
Non-Disc.$38.7M
Employees53
Clients0
DateApr 2017
Total AUM$608.2M
Discretionary$598.6M
Non-Disc.$9.5M
Employees52
Clients1,300
DateMar 2017
Total AUM$608.2M
Discretionary$598.6M
Non-Disc.$9.5M
Employees52
Clients1,300
DateNov 2016
Total AUM$545M
Discretionary$512.9M
Non-Disc.$32.1M
Employees51
Clients1,400
DateJun 2016
Total AUM$545M
Discretionary$512.9M
Non-Disc.$32.1M
Employees51
Clients1,400
DateMar 2016
Total AUM$545M
Discretionary$512.9M
Non-Disc.$32.1M
Employees51
Clients1,400
DateJan 2016
Total AUM$566.8M
Discretionary$559.7M
Non-Disc.$7.1M
Employees39
Clients1,500
DateNov 2015
Total AUM$566.8M
Discretionary$559.7M
Non-Disc.$7.1M
Employees39
Clients1,500
DateJul 2015
Total AUM$566.8M
Discretionary$559.7M
Non-Disc.$7.1M
Employees38
Clients1,500
DateJun 2015
Total AUM$566.8M
Discretionary$559.7M
Non-Disc.$7.1M
Employees38
Clients1,500
DateMay 2015
Total AUM$566.8M
Discretionary$559.7M
Non-Disc.$7.1M
Employees38
Clients1,500
DateApr 2015
Total AUM$566.8M
Discretionary$559.7M
Non-Disc.$7.1M
Employees38
Clients1,500
DateDec 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateNov 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateNov 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateOct 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateSep 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateSep 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateSep 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateMay 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateApr 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateMar 2014
Total AUM$522.5M
Discretionary$485.7M
Non-Disc.$36.8M
Employees37
Clients800
DateApr 2013
Total AUM$401.9M
Discretionary$380.3M
Non-Disc.$21.6M
Employees37
Clients1,400
DateApr 2013
Total AUM$401.9M
Discretionary$380.3M
Non-Disc.$21.6M
Employees37
Clients1,400
DateSep 2012
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients600
DateAug 2012
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients600
DateJun 2012
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees11
Clients600
DateJul 2011
Total AUM$168.5M
Discretionary$159M
Non-Disc.$9.5M
Employees--
Clients--
DateApr 2011
Total AUM$168.5M
Discretionary$159M
Non-Disc.$9.5M
Employees--
Clients--
DateMar 2011
Total AUM$168.5M
Discretionary$159M
Non-Disc.$9.5M
Employees--
Clients--
DateNov 2010
Total AUM$117.6M
Discretionary$114M
Non-Disc.$3.6M
Employees--
Clients--
DateApr 2010
Total AUM$117.6M
Discretionary$114M
Non-Disc.$3.6M
Employees--
Clients--
DateOct 2009
Total AUM$160M
Discretionary$120M
Non-Disc.$40M
Employees10
Clients--
DateMar 2009
Total AUM$62M
Discretionary$46.5M
Non-Disc.$15.5M
Employees10
Clients--