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SEIA

LOS ANGELES, CA · CRD 108163 · IAPD ↗ · 310-712-2323

$22.54BRegulatory AUM
128Advisory reps
241Employees
114Clients
251-500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SEIA added office(s): 22 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — SEIA grew from 99 to 128 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2025 — SEIA reported RAUM up 32% ($14.21B -> $18.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2024 — SEIA added office(s): 15 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2024 — SEIA grew from 62 to 99 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.