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SEEK FIRST INC.

CAMPBELL, CA · CRD 312546 · IAPD ↗ · seekfirstinc.com · 866-398-4044

$251.0MRegulatory AUM
3Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — SEEK FIRST INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — SEEK FIRST INC. reported RAUM up 50% ($135.0M -> $202.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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