CARLSBAD, CACRD 271039Latest ADV February 19, 2026
Seaside Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated February 19, 2026, reports $459M in regulatory assets under management, 12 employees, and 1,175 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
228
2
HNWI
40.0%
152
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$459Mas of February 19, 2026
Discretionary99.0%
$455M
99% of total RAUM99.0%
Non-discretionary1.0%
$5M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$459M
Total Accounts1,175
10Y AUM Change+$329M (+252.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee32:1
10Y Employee Change+8 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.