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SEASIDE WEALTH MANAGEMENT, INC.
CRD 271039 · SEC 801-111750
6154 INNOVATION WAY, CARLSBAD, CA, 92009, United States
Phone
(760) 730-8120
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$459.3M
Discretionary AUM
$454.7M
Team
12 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $107.7M |
| High net worth individuals | 152 | $351.6M |
States served
AZ, CA, NE, OR, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD