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Coin & Seed Wealth Management

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Louisville
CRD Number
Website coinandseedwealth.com
Client types

Overview

Coin and Seed Wealth Management is an independent wealth management firm that offers personalized financial guidance and portfolio management services. The firm is built on a client-first philosophy and employs a flexible, advisor-led model designed to provide clients with clarity, confidence, and direction in their long-term financial decisions. To support its operations, the firm has established strategic partnerships with Thoroughbred Financial, which serves as an Office of Supervisory Jurisdiction, and Osaic, a large network of independent financial professionals. These affiliations provide the firm with robust compliance oversight, technology services, and institutional-level operational infrastructure while allowing the lead advisor to maintain direct responsibility for client relationships.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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