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SEASIDE WEALTH MANAGEMENT, INC.

CARLSBAD, CA · CRD 271039 · IAPD ↗ · seasidewealth.com · (760) 730-8120

$459.3MRegulatory AUM
11Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — SEASIDE WEALTH MANAGEMENT, INC. reported RAUM up 27% ($362.3M -> $459.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2026 — SEASIDE WEALTH MANAGEMENT, INC. grew from 4 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2025 — SEASIDE WEALTH MANAGEMENT, INC. notice-filed in OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — SEASIDE WEALTH MANAGEMENT, INC. reported RAUM up 27% ($284.8M -> $362.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — SEASIDE WEALTH MANAGEMENT, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — SEASIDE WEALTH MANAGEMENT, INC. reported RAUM up 27% ($223.8M -> $284.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.