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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SWM ADVISORS

SEABRIDGE WEALTH MANAGEMENT, LLC, CRD 158398

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0622c60b-e74b-3fb8-1856-c0764365e405

Data as of Mar 12, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Dec 23, 2015 to Mar 12, 2022
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $639MItem 5.F on the latest filing (2022-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $634M
Private client RAUM: $610MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 67
Individual clients: 35
High net worth clients: 29
SEC number: 801-107105
CRD: 158398
Filings on the tape: 36
First filed: Dec 23, 2015
Latest filed: Mar 12, 2022
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DIGENNARO, MATTHEW, RICHARD	MANAGING MEMBER/CEO	E	yes	06/2011	Dec 23, 2015	Mar 12, 2022
DIGENNARO, VALERIE, CLARK	MEMBER/HEAD OF SALES	E	yes	05/2015	Dec 23, 2015	Mar 12, 2022
MULLINS, ANDREA, NOLAN	CHIEF COMPLIANCE OFFICER	Na	no	08/2014	Dec 23, 2015	Mar 12, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 12, 2022	$639M	$634M	5	4	0	n/a	n/a
2020	Mar 19, 2021	$564M	$529M	5	4	0	n/a	n/a
2019	Mar 13, 2020	$415M	$406M	5	3	0	n/a	n/a
2018	Mar 22, 2019	$324M	$307M	6	4	1	n/a	n/a
2017	Mar 15, 2018	$251M	$250M	6	4	1	n/a	n/a
2016	Mar 16, 2017	$186M	$164M	6	4	n/a	n/a	n/a
2015	Mar 17, 2016	$116M	$116M	6	3	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$639M	$564M	13.3%	$324M	25.4%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WORLD INVESTMENT ADVISORS, LLC	2	Dec 19, 2022	Oct 18, 2022	ST PETERSBURG, FL	Team lift out	Other	100.0%

Relationships

Owns (1)

← MULLINS, ANDREA, NOLANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 23, 2015 to presentfactForm ADV

Controls (2)

← DIGENNARO, MATTHEW, RICHARDOwnerMANAGING MEMBER/CEO, ownership code E, individual
Dec 23, 2015 to presentfactForm ADV
← DIGENNARO, VALERIE, CLARKOwnerMEMBER/HEAD OF SALES, ownership code E, individual
Dec 23, 2015 to presentfactForm ADV

Registered with (3)

← Joseph Robert McFaddenAdvisorregistration: previous registration
Mar 31, 2021 to Dec 19, 2022factForm ADV
← MATTHEW RICHARD DIGENNAROAdvisorregistration: previous registration
Aug 29, 2011 to Dec 19, 2022factForm ADV
← Set CarpinteroAdvisorregistration: previous registration
Mar 16, 2016 to Oct 29, 2019factForm ADV

Moved with (1)

→ WORLD INVESTMENT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 19, 2022 to Oct 18, 2022factForm ADV

Dated events

Occurred
Dec 19, 2022
Team lift-out
2 advisors left Swm Advisors (ST Petersburg, FL) for World Investment Advisors, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 19, 2022
Advisor changed firm
Joseph Robert Mcfadden left Swm Advisors for World Investment Advisors, Llc (registered 2022-10-18)
Form ADVobserved 5 days ago
Occurred
Dec 19, 2022
Advisor changed firm
Matthew Richard Digennaro left Swm Advisors for World Investment Advisors, Llc (registered 2022-09-16)
Form ADVobserved 5 days ago
Occurred
Dec 23, 2015
First Form ADV filing
Seabridge Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0622c60b-e74b-3fb8-1856-c0764365e405
First observed: Dec 23, 2015
Last observed: Mar 12, 2022 55 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SWM ADVISORS

SEABRIDGE WEALTH MANAGEMENT, LLC, CRD 158398

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0622c60b-e74b-3fb8-1856-c0764365e405

Data as of Mar 12, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:01 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIGENNARO, MATTHEW, RICHARD

MANAGING MEMBER/CEO

yes

06/2011

Dec 23, 2015

Mar 12, 2022

DIGENNARO, VALERIE, CLARK

MEMBER/HEAD OF SALES

yes

05/2015

Dec 23, 2015

Mar 12, 2022

MULLINS, ANDREA, NOLAN

CHIEF COMPLIANCE OFFICER

08/2014

Dec 23, 2015

Mar 12, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 12, 2022

$639M

$634M

n/a

2020

Mar 19, 2021

$564M

$529M

n/a

2019

Mar 13, 2020

$415M

$406M

n/a

2018

Mar 22, 2019

$324M

$307M

n/a

2017

Mar 15, 2018

$251M

$250M

n/a

2016

Mar 16, 2017

$186M

$164M

n/a

2015

Mar 17, 2016

$116M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$639M

$564M

13.3%

$324M

25.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WORLD INVESTMENT ADVISORS, LLC

Dec 19, 2022

Oct 18, 2022

ST PETERSBURG, FL

Team lift out

Other

100.0%