# 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.

- CRD: 327645
- Filed as: SEASIDE WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327645
- AdvisorCensus page: https://advisorcensus.com/firm/seaside-wealth-advisors-llc-327645

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $103,460,697
- Discretionary: $100,813,775
- Non-discretionary: $2,646,922

### Clients (Item 5.D)

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NC, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Wilmington, NC

### Websites listed on Form ADV (Item 1.I)
- seasidewealthadvisors.com
- Facebook @seasidewealthadvisors
- Instagram @seasidewealthadvisors
- LinkedIn @allentyndall
- YouTube @JenkinsFinancial
- YouTube @josh-jenkins-financial-advisor

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Wilmington, NC.
- No longer lists an office in Mechanicsburg, PA.
- No longer lists an office in Plano, TX.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seaside Wealth Advisors LLC (CRD 327645): Form ADV filing data as of October 2026.