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CAFR Data

Seaside Wealth Management Inc ✚
CRD #	271039
SEC #	801-111750
CIK #
AUM	$154.1 MM (7% Disc, 100% US)
Employees	5 (100% Investors, 40% Brokers)
Phone	760-730-8120
Address	6154 Innovation Way Carlsbad, CA 92009
Source	IAPD Website LinkedIn

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Valiant Wealth LLC ✚	IA	0.2
CPA Investment Advisors LLC ✚	VA	0.2
Darrell John Stewart ✚	VA	0.2
Pacific Sun Financial Corp ✚	CA	0.2
Integrity Wealth Advisors Inc ✚	CA	0.2
Philosmith Capital Corporation ✚	CT	0.2
Guardian Capital Advisors LLC ✚	NC	0.2
Runde & Co LLC ✚	WA	0.2
MPM BIO Equities Adviser LLC ✚	CA	0.2
Old Rock Asset Management LLC ✚	IL	0.2

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