SEABRIDGE WEALTH MANAGEMENT, LLC
Legal name: SWM ADVISORS
CRD #158398 SEC #801-107105 ST. PETERSBURG, FL (727) 456-0011
SEC Registered
Total AUM
$639.2M
Discretionary
$633.8M
Employees
5
Clients
11
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $639.2M | $633.8M | $5.4M | 5 | 0 |
| Oct 2021 | $618.8M | $591M | $27.8M | 5 | 0 |
| Oct 2021 | $618.8M | $591M | $27.8M | 5 | 0 |
| Mar 2021 | $564.4M | $528.8M | $35.6M | 5 | 0 |
| Nov 2020 | $486.1M | $454.4M | $31.7M | 5 | 0 |
| Oct 2020 | $486.1M | $454.4M | $31.7M | 5 | 0 |
| Sep 2020 | $414.9M | $405.6M | $9.3M | 5 | 0 |
| Jul 2020 | $414.9M | $405.6M | $9.3M | 5 | 0 |
| Jun 2020 | $414.9M | $405.6M | $9.3M | 5 | 0 |
| Mar 2020 | $414.9M | $405.6M | $9.3M | 5 | 0 |
| Dec 2019 | $390.7M | $381.2M | $9.5M | 4 | 0 |
| Nov 2019 | $390.7M | $381.2M | $9.5M | 4 | 0 |
| Jul 2019 | $323.8M | $307.3M | $16.5M | 5 | 0 |
| Jul 2019 | $323.8M | $307.3M | $16.5M | 6 | 0 |
| May 2019 | $323.8M | $307.3M | $16.5M | 6 | 0 |
| Mar 2019 | $323.8M | $307.3M | $16.5M | 6 | 0 |
| Dec 2018 | $322.2M | $306.1M | $16.1M | 6 | 0 |
| Dec 2018 | $322.2M | $306.1M | $16.1M | 6 | 0 |
| Oct 2018 | $322.2M | $306.1M | $16.1M | 6 | 0 |
| Oct 2018 | $322.2M | $306.1M | $16.1M | 6 | 0 |
| Mar 2018 | $250.6M | $250M | $580K | 6 | 0 |
| Aug 2017 | $203.8M | $183.1M | $20.7M | 6 | 11 |
| Apr 2017 | $203.8M | $183.1M | $20.7M | 6 | 11 |
| Mar 2017 | $185.6M | $164.3M | $21.3M | 6 | 11 |
| Oct 2016 | $170.5M | $147.3M | $23.2M | 6 | 11 |
| Sep 2016 | $169.2M | $169.2M | $0 | 6 | 11 |
| Sep 2016 | $169.2M | $169.2M | $0 | 6 | 11 |
| Jul 2016 | $116.3M | $116.3M | $0 | 6 | 11 |
| Mar 2016 | $116.3M | $116.3M | $0 | 6 | 11 |
| Jan 2016 | $117.5M | $117.5M | $0 | 5 | 11 |
| Jan 2016 | $117.5M | $117.5M | $0 | 5 | 11 |
| Dec 2015 | $117.5M | $117.5M | $0 | 5 | 11 |
DateMar 2022
Total AUM$639.2M
Discretionary$633.8M
Non-Disc.$5.4M
Employees5
Clients0
DateOct 2021
Total AUM$618.8M
Discretionary$591M
Non-Disc.$27.8M
Employees5
Clients0
DateOct 2021
Total AUM$618.8M
Discretionary$591M
Non-Disc.$27.8M
Employees5
Clients0
DateMar 2021
Total AUM$564.4M
Discretionary$528.8M
Non-Disc.$35.6M
Employees5
Clients0
DateNov 2020
Total AUM$486.1M
Discretionary$454.4M
Non-Disc.$31.7M
Employees5
Clients0
DateOct 2020
Total AUM$486.1M
Discretionary$454.4M
Non-Disc.$31.7M
Employees5
Clients0
DateSep 2020
Total AUM$414.9M
Discretionary$405.6M
Non-Disc.$9.3M
Employees5
Clients0
DateJul 2020
Total AUM$414.9M
Discretionary$405.6M
Non-Disc.$9.3M
Employees5
Clients0
DateJun 2020
Total AUM$414.9M
Discretionary$405.6M
Non-Disc.$9.3M
Employees5
Clients0
DateMar 2020
Total AUM$414.9M
Discretionary$405.6M
Non-Disc.$9.3M
Employees5
Clients0
DateDec 2019
Total AUM$390.7M
Discretionary$381.2M
Non-Disc.$9.5M
Employees4
Clients0
DateNov 2019
Total AUM$390.7M
Discretionary$381.2M
Non-Disc.$9.5M
Employees4
Clients0
DateJul 2019
Total AUM$323.8M
Discretionary$307.3M
Non-Disc.$16.5M
Employees5
Clients0
DateJul 2019
Total AUM$323.8M
Discretionary$307.3M
Non-Disc.$16.5M
Employees6
Clients0
DateMay 2019
Total AUM$323.8M
Discretionary$307.3M
Non-Disc.$16.5M
Employees6
Clients0
DateMar 2019
Total AUM$323.8M
Discretionary$307.3M
Non-Disc.$16.5M
Employees6
Clients0
DateDec 2018
Total AUM$322.2M
Discretionary$306.1M
Non-Disc.$16.1M
Employees6
Clients0
DateDec 2018
Total AUM$322.2M
Discretionary$306.1M
Non-Disc.$16.1M
Employees6
Clients0
DateOct 2018
Total AUM$322.2M
Discretionary$306.1M
Non-Disc.$16.1M
Employees6
Clients0
DateOct 2018
Total AUM$322.2M
Discretionary$306.1M
Non-Disc.$16.1M
Employees6
Clients0
DateMar 2018
Total AUM$250.6M
Discretionary$250M
Non-Disc.$580K
Employees6
Clients0
DateAug 2017
Total AUM$203.8M
Discretionary$183.1M
Non-Disc.$20.7M
Employees6
Clients11
DateApr 2017
Total AUM$203.8M
Discretionary$183.1M
Non-Disc.$20.7M
Employees6
Clients11
DateMar 2017
Total AUM$185.6M
Discretionary$164.3M
Non-Disc.$21.3M
Employees6
Clients11
DateOct 2016
Total AUM$170.5M
Discretionary$147.3M
Non-Disc.$23.2M
Employees6
Clients11
DateSep 2016
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees6
Clients11
DateSep 2016
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees6
Clients11
DateJul 2016
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees6
Clients11
DateMar 2016
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees6
Clients11
DateJan 2016
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees5
Clients11
DateJan 2016
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees5
Clients11
DateDec 2015
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees5
Clients11