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Seaside Wealth Advisors LLC

SEC-registered investment adviserCRD 327645

Filed as SEASIDE WEALTH ADVISORS LLC

Seaside Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

0 years
registered since 2026
$103,460,697
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Seaside Wealth Advisors LLC compensated?

On its Form ADV (Item 5.E, October 2026), Seaside Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Is Seaside Wealth Advisors LLC registered with the SEC or a state?

Seaside Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 327645.

How much does Seaside Wealth Advisors LLC manage?

Seaside Wealth Advisors LLC reports $103,460,697 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (97% discretionary).

What types of clients does Seaside Wealth Advisors LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (354); investment companies (72); high net worth individuals (46).

Does Seaside Wealth Advisors LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327645

Does Seaside Wealth Advisors LLC state an account minimum?

Its Form ADV Part 2A brochure dated July 16, 2026 says: "We provide investment advisory services to individuals, high net worth individuals and small business owners and do not require a minimum opening account balance."

What changed in Seaside Wealth Advisors LLC's recent Form ADV filings?

In the August 2026 filing data: Added an office in Wilmington, NC. No longer lists an office in Mechanicsburg, PA. No longer lists an office in Plano, TX.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
We provide investment advisory services to individuals, high net worth individuals and small business owners and do not require a minimum opening account balance.

As stated in the firm's Form ADV Part 2A brochure dated July 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$103,460,697

$103,460,697 as of October 2026, filing dated July 16, 2026.

Discretionary: $100,813,775.Non-discretionary: $2,646,922.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 354 Assets $63,957,758 (62%)
High net worth individuals
Clients 46 Assets $36,856,017 (36%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 72 Assets $2,646,922 (3%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2026 (0 years)
Employees
Total: 5. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the August 2026 filing
Wilmington, NC
States registered or notice-filed
5 states or jurisdictions
FLMDNCPATX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. August 2026
    • Added an office in Wilmington, NC.
    • No longer lists an office in Mechanicsburg, PA.
    • No longer lists an office in Plano, TX.
  2. April 2026
    • Updated its list of owners and control persons (Schedule A).
  3. February 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
seasidewealthadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Seaside Wealth Advisors LLC (CRD 327645): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/seaside-wealth-advisors-llc-327645