R. SEEGER WEALTH MANAGEMENT, LTD

138 S 1st Street
Suite 101
Lindenhurst, New York 11757
Tel: 631-592-9729

About R. SEEGER WEALTH MANAGEMENT, LTD

R SEEGER WEALTH MANAGEMENT, LTD, formally registered with the SEC as R SEEGER WEALTH MANAGEMENT, LTD. The firm was established in 07/15/2021. They have over 2 offices throughout the country.

R. SEEGER WEALTH MANAGEMENT, LTD is a Lindenhurst, New York based Financial Planning firm with nearly $62,735,255 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152258
SEC#	801-121764
Assets Managed by Firm	$62,735,255
No. of Clients	63
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	63	$62,735,255
Individuals (other than high net worth individuals)	42	$20,932,147
High net worth individuals	20	$41,392,772
Charitable organizations	1	$410,336

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