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R. SEEGER WEALTH MANAGEMENT, LTD

LINDENHURST, NY · CRD 152258 · IAPD ↗ · rseegerwealthmanagement.com · 631-592-9729

$72.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — R. SEEGER WEALTH MANAGEMENT, LTD notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — R. SEEGER WEALTH MANAGEMENT, LTD reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2024 — R. SEEGER WEALTH MANAGEMENT, LTD reported RAUM up 45% ($39.1M -> $56.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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