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| Seaside Wealth Management Inc
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| |
|---|---|
| CRD # | 271039 |
| SEC # | 801-111750 |
| CIK # | 0001929977 |
| AUM | $284.8 MM (2024-08-26) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 760-730-8120 |
| Address | 6154 Innovation Way Carlsbad, CA 92009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CVBF | 3,567.3 | 1.4 | |
| AAPL | 2,382,844.0 | 1.1 | |
| LLY | 301,789.7 | 0.6 | |
| XOM | 385,508.3 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 64.0 |
| (b) Individuals (high net worth individuals) | 147 | 220.7 |
| (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 | 952 | 284.8 |
| By Discretionary | ||
| Discretionary | 930 | 279.1 |
| Non-Discretionary | 22 | 5.6 |
| Total | 952 | 284.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.8 | |
| Total | 952 | 284.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001929977] |
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|---|---|---|
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Brooks Moore & Associates Inc
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TN | 0.3 |
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Bourne Lent Asset Management Inc
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NY | 0.3 |
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Salzinger Sheaff Brock LLC
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IN | 0.3 |
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Modern Capital Advisors LLC
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Adirondack Capital Advisors LLC
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OR | 0.3 |
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NorthStar Financial Companies Inc
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Henry Bragg & Co LLC
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TX | 0.3 |
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Core Wealth Partners LLC
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CA | 0.3 |