LP Profile

R. Seeger Wealth Management

Also known as r seeger wealth

Wealth ManagerLindenhurst, United StatesFounded 2010
$40M
Assets Under Management
Lindenhurst
Headquarters
Investment Focus

About R. Seeger Wealth Management

R. Seeger Wealth Management Ltd. is an SEC-registered investment adviser based in Lindenhurst, New York. Founder Richard Seeger, a Certified Financial Planner with an MBA in finance, established the firm in 2010 after a career that began in 1994 in downtown Manhattan. The firm reports about $40 million in assets under management. It describes itself as a full-service, fee-only wealth management firm acting as a fiduciary. Services include retirement planning, estate planning, trust services and education on next generation wealth. Clients are located along the East Coast, from New York to Florida. The firm notes that it may transact business only in states where it is registered or exempt.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to R. Seeger Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$72.1M
Total Clients
67
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is R. Seeger Wealth Management?

R. Seeger Wealth Management is a wealth manager based in Lindenhurst, United States, managing approximately $40M in assets.

Where is R. Seeger Wealth Management headquartered?

R. Seeger Wealth Management is headquartered in Lindenhurst, United States.

How much does R. Seeger Wealth Management manage?

R. Seeger Wealth Management manages approximately $40M in assets under management.

When was R. Seeger Wealth Management founded?

R. Seeger Wealth Management was founded in 2010.

How can I contact R. Seeger Wealth Management?

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