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| Keyboard |
| Seaside Wealth Management Inc
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|---|---|
| CRD # | 271039 |
| SEC # | 801-111750 |
| CIK # | 0001929977 |
| AUM | 459.3 M (2026-02-19) |
| Employees | 12 (92% Investors, 8% Brokers) |
| Phone | 760-730-8120 |
| Address | 6154 Innovation Way Carlsbad, CA 92009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 107.7 |
| (b) Individuals (high net worth individuals) | 152 | 351.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 1,175 | 459.3 |
| By Discretionary | ||
| Discretionary | 1,160 | 454.7 |
| Non-Discretionary | 15 | 4.6 |
| Total | 1,175 | 459.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.3 | |
| Total | 1,175 | 459.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929977] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beta Wealth Group Inc
✚
|
CA | 460.3 M |
|
Roth Financial Partners LLC
✚
|
TX | 460.1 M |
|
Vermillion Wealth Management Inc
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|
MN | 459.9 M |
|
Alpha Financial Partners LLC
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|
KY | 459.9 M |
|
Beacon Advisors Holdings LLC
✚
|
TX | 459.6 M |
|
Blake Schutter Theil Wealth Advisors LLC
✚
|
OH | 459.5 M |
|
Saiph Capital LLC
✚
|
NJ | 459.4 M |
|
Oldfather Financial Services LLC
✚
|
NE | 459.0 M |
|
Owen Larue LLC
✚
|
KY | 458.9 M |
|
Strategas Asset Management LLC
✚
|
NY | 458.4 M |