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
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Seal Rock Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Sweeney, financial advisor Monterey CA
Joseph W. Sweeney
CRD#: 4244686
Monterey, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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