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Seaside Wealth Advisors LLC

● SEC registered since 2026CRD 327645SEC# 801-135217Wilmington, NC
Export (members)
Reg. AUM
$103.5M
Employees
5
Accounts
711
Location
Wilmington, NC

Seaside Wealth Advisors LLC assets under management

Seaside Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Wilmington, NC. The firm has been registered since 2026. It reports $103.5 million in regulatory assets under management and employs 5 people.

Seaside Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Allen Ross Tyndall ControlCeo5-10%2023
Allison Marie KramerChief Operations Officer And Chief Compliance OfficerUnder 5%2024
Joshua Leon Jenkins ControlOwner/ Financial AdvisorOver 75%2026

Frequently asked questions

How much does Seaside Wealth Advisors LLC manage?

Seaside Wealth Advisors LLC reports $103.5 million in regulatory assets under management on its Form ADV.

How many employees does Seaside Wealth Advisors LLC have?

Seaside Wealth Advisors LLC reports 5 employees.

Where is Seaside Wealth Advisors LLC located?

Seaside Wealth Advisors LLC is based in Wilmington, NC and has been SEC-registered since 2026.

Does Seaside Wealth Advisors LLC disclose fund performance?

Seaside Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6209 Oleander Dr, Suite 102, Wilmington, NC 28403
Phone910-550-3554
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$103.5M▲ 1%
Dec '25 — $102.6MJan '26 — $102.6MFeb '26 — $103.5MMar '26 — $103.5MApr '26 — $103.5MMay '26 — $103.5MJun '26 — $103.5M
Dec '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$103.5Mregulatory AUM
Discretionary $100.8MNon-discretionary $2.6M