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SEEDSAFE FINANCIAL LLC

· CRD 283887 · IAPD ↗ · seedsafefinancial.com · 360-602-1274

$125.2MRegulatory AUM
4Advisory reps
7Employees
23Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
September 2026 — SEEDSAFE FINANCIAL LLC notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2026 — SEEDSAFE FINANCIAL LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2026 — SEEDSAFE FINANCIAL LLC notice-filed in CO, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — SEEDSAFE FINANCIAL LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2026 — SEEDSAFE FINANCIAL LLC now reports custody of client assets ($58.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
March 2026 — SEEDSAFE FINANCIAL LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
December 2025 — SEEDSAFE FINANCIAL LLC (location n/a) is newly SEC-registered with $108.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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