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Seaside Wealth Management, Inc.

● SEC registered since 2017CRD 271039SEC# 801-111750Carlsbad, CA
Export (members)
Reg. AUM
$362.3M
Employees
5
Accounts
1,170
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 $362.3 million in regulatory assets under management and employs 5 people.
www.seasidewealth.comView on SEC.gov ↗

Seaside Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Bradley James Lineberger ControlPresidentOver 75%2015
Jesus Manuel Beltran ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Seaside Wealth Management, Inc. manage?

Seaside Wealth Management, Inc. reports $362.3 million in regulatory assets under management on its Form ADV.

How many employees does Seaside Wealth Management, Inc. have?

Seaside Wealth Management, Inc. reports 5 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

Address6154 Innovation Way, Carlsbad, CA 92009
Phone(760) 730-8120
Office hours8a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1929977
Discloses disciplinary historyNo

Assets under management

Discretionary$356.9M
Non-discretionary$5.5M
Total (RAUM)$362.3M