Sei Securities, Inc.
$191M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$31.9M
$191M
2020
2025
Same-firm comparison: 2 firms that reported Sei Securities, Inc. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2020, 2021, 2022 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Strada Financial Group Llc | $159M | $159M | 100.0% | 03/27/2026 |
| Wesbanco Securities, Inc. | $31.9M | $286M | 11.2% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.