Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. is an SEC-registered wealth manager in Carlsbad, CA with $459.3M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Seaside Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 271039, SEC 801-111750, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $459.3M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Carlsbad, CA
- Employees
- 12
- Clients
- 380
- CRD
- 271039
- Ownership
- LINEBERGER, BRADLEY, JAMES; Finch, Derek, Justin; Beltran, Jesus, Manuel
How much AUM does Seaside Wealth Management, Inc. have?
Seaside Wealth Management, Inc. reported $459.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Seaside Wealth Management, Inc.?
Disclosed owners and executives of Seaside Wealth Management, Inc. include LINEBERGER, BRADLEY, JAMES, Finch, Derek, Justin, Beltran, Jesus, Manuel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.