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| Keyboard |
| Seaside Wealth Advisors LLC
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|---|---|
| CRD # | 327645 |
| SEC # | 801-135217 |
| CIK # | |
| AUM | 103.5 M (2026-03-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 910-550-3554 |
| Address | 6209 Oleander Dr Wilmington, NC 28403 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 354 | 64.0 |
| (b) Individuals (high net worth individuals) | 46 | 36.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 72 | 2.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 711 | 103.5 |
| By Discretionary | ||
| Discretionary | 639 | 100.8 |
| Non-Discretionary | 72 | 2.6 |
| Total | 711 | 103.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.5 | |
| Total | 711 | 103.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Strategies Investment Advisor Services Inc
✚
|
CT | 103.9 M |
|
Bright Lake Wealth Management LLC
✚
|
CA | 103.6 M |
|
Lifefocus Financial Advisors LLC
✚
|
WA | 103.5 M |
|
AG Financial LLC
✚
|
UT | 103.5 M |
|
Stage Wealth Management Inc
✚
|
103.5 M | |
|
Naylor & Company Investments LLC
✚
|
103.4 M | |
|
Riverstone Asset Management LLC
✚
|
KY | 103.0 M |
|
Moralis Technologies LLC
✚
|
PA | 103.0 M |
|
Eagle Capital Advisors LLC
✚
|
CT | 103.0 M |
|
Pearl Wealth Group LLC
✚
|
102.9 M |