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SEASIDE WEALTH MANAGEMENT, INC.
CRD 271039File 801-111750
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$459.3M
Above cohort median (national)
Discretionary AUM
$454.7M
Non-discretionary $4.6M
Clients
380
1,175 accounts
Employees
12
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 27, 2017
- Principal office
- 6154 INNOVATION WAY, CARLSBAD, CA, 92009
- Phone
- (760) 730-8120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $459.3M
- Discretionary AUM
- $454.7M
- Non-discretionary AUM
- $4.6M
- Discretionary accounts
- 1,160
- Non-discretionary accounts
- 15
- Total accounts
- 1,175
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 152 | $351.6M |
| Individuals (other than high net worth individuals) | 228 | $107.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.