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SEASIDE WEALTH ADVISORS LLC
CRD 327645 · SEC 801-135217
6209 OLEANDER DR, SUITE 102, WILMINGTON, NC, 28403, United States
Phone
910-550-3554
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$103.5M
Discretionary AUM
$100.8M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 354 | $64.0M |
| High net worth individuals | 46 | $36.9M |
| Investment companies | 72 | $2.6M |
States served
MD, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD