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⚲
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| Seaside Wealth Management Inc
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|
|
|---|---|
| CRD # | 271039 |
| SEC # | 801-111750 |
| CIK # | 0001929977 |
| AUM | $223.8 MM (2023-03-30) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 760-730-8120 |
| Address | 6154 Innovation Way Carlsbad, CA 92009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.8 | |
| XOM | 385,508.3 | 0.6 | |
| ADP | 89,423.0 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 184.7 |
| (b) Individuals (high net worth individuals) | 151 | 38.2 |
| (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 | 1.0 |
| (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 | 905 | 223.8 |
| By Discretionary | ||
| Discretionary | 885 | 220.8 |
| Non-Discretionary | 20 | 3.0 |
| Total | 905 | 223.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.8 | |
| Total | 905 | 223.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001929977] |
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|---|---|---|
|
M Group Investment Advisor LLC
✚
|
FL | 0.2 |
|
Core Wealth Partners LLC
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|
CA | 0.2 |
|
Horizon Investment Services LLC
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IN | 0.2 |
|
Keystone Asset Management Inc
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|
VA | 0.2 |
|
USA Financial Securities Corporation
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|
MI | 0.2 |
|
Callahan Wealth Advisory LLC
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FL | 0.2 |
|
Capital West Partners LLC
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|
AZ | 0.2 |
|
Two Point Capital Management Inc
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|
NY | 0.2 |
|
TS Bank
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|
NE | 0.2 |
|
Aviso Wealth Management
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|
WA | 0.2 |