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APPLESEED ADVISORY, LLC

SAN FRANCISCO, CA · CRD 342466 · IAPD ↗ · appleseedplanner.com · 415-323-0325

$0Regulatory AUM
0Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
July 2026 — APPLESEED ADVISORY, LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 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.