Seaside Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, NC. Its latest Form ADV filing, dated March 19, 2026, reports $103M in regulatory assets under management, 5 employees, 2 offices, and 711 accounts.
Assets Under Management
$103M
Employees
5
Offices
2 offices
Total Clients
472
Primary office
WILMINGTON, NC
6209 OLEANDER DR, SUITE 102, WILMINGTON, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
354
2
Investment Cos.
15.3%
72
3
HNWI
9.7%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$103Mas of March 19, 2026
Discretionary97.4%
$101M
97% of total RAUM97.4%
Non-discretionary2.6%
$3M
3% of total RAUM2.6%
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$103M
Total Accounts711
10Y AUM Change+$834K (+0.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee94:1
10Y Employee Change0 (0.0%)
* 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.