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SEABRIDGE WEALTH MANAGEMENT, LLC
SEABRIDGE WEALTH MANAGEMENT, LLC
SWM ADVISORS
ST. PETERSBURG, Florida
·
3 registered advisors
·
CRD# 158398
SEC# 801-107105
0
(727) 456-0011
01
Firm Overview
AUM
$639M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SEABRIDGE WEALTH MANAGEMENT, LLC
3 registered advisors
Andrea Nolan Mullins
ST. PETERSBURG, Florida
CRD# 2081957
Matthew Richard Digennaro
ST. PETERSBURG, Florida
CRD# 2220725
Valerie Clark Digennaro
ST. PETERSBURG, Florida
CRD# 6510521
05
Office Locations
ST. PETERSBURG, Florida
3 advisors
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Data sourced from SEC Form ADV filings. SEABRIDGE WEALTH MANAGEMENT, LLC (CRD# 158398) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.