Seaside Wealth Management, Inc.
● SEC registered since 2017CRD 271039SEC# 801-111750Carlsbad, CA
Reg. AUM
$459.3M
Employees
12
Accounts
1,175
Location
Carlsbad, CA
Seaside Wealth Management, Inc. assets under management
Seaside Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Carlsbad, CA. The firm has been registered since 2017. It reports $459.3 million in regulatory assets under management and employs 12 people.
Seaside Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley James Lineberger Control | President | Over 75% | 2015 |
| Derek Justin Finch | Chief Compliance Officer | Under 5% | 2028 |
Frequently asked questions
How much does Seaside Wealth Management, Inc. manage?
Seaside Wealth Management, Inc. reports $459.3 million in regulatory assets under management on its Form ADV.
How many employees does Seaside Wealth Management, Inc. have?
Seaside Wealth Management, Inc. reports 12 employees.
Where is Seaside Wealth Management, Inc. located?
Seaside Wealth Management, Inc. is based in Carlsbad, CA and has been SEC-registered since 2017.
Does Seaside Wealth Management, Inc. disclose fund performance?
Seaside Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6154 Innovation Way, Carlsbad, CA 92009 |
| Phone | (760) 730-8120 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1929977 |
| Discloses disciplinary history | No |
Regulatory AUM
$459.3M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$459.3Mregulatory AUM
Discretionary $454.7MNon-discretionary $4.6M