Falists
← Back to search

SEASIDE WEALTH ADVISORS LLC

CRD 327645 · SEC 801-135217

Visit website

6209 OLEANDER DR, SUITE 102, WILMINGTON, NC, 28403, United States

Phone

910-550-3554

Fax

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

TypeClientsAUM
Individuals354$64.0M
High net worth individuals46$36.9M
Investment companies72$2.6M

States served

MD, NC, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD