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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$125MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$125M

Private client RAUM

$125MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$31.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

4Schedule D 1.F, beyond the principal office

Accounts

406

Individual clients

38

High net worth clients

48

Custody, client assets

$58.3M

SEC number

801-134378

CRD

283887

Filings on the tape

5

First filed

Aug 19, 2025

Latest filed

Aug 13, 2026

Organised

Limited Liability Company, WA

Website

seedsafefinancial.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f70492a4-2972-7a36-ebb0-8a6270a21a34

First observed

Aug 19, 2025

Last observed

Aug 13, 2026 39 days 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.