SEASIDE WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$459,283,506
Discretionary
$454,656,919
Non-discretionary
$4,626,587
Firm details
- CRD number
- 271039
- SEC file number
- 801-111750
- Main office
- CARLSBAD, CA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTP://WWW.SEASIDEWEALTH.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.