{
  "crd_number": 271039,
  "slug": "seaside-wealth-management-inc-carlsbad-ca-271039",
  "primary_business_name": "SEASIDE WEALTH MANAGEMENT, INC.",
  "legal_name": "SEASIDE WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Carlsbad",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-09-27",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 459283506.0,
  "raum_discretionary": 454656919.0,
  "raum_non_discretionary": 4626587.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 107709419.0,
      "count": 228
    },
    "high_net_worth_individuals": {
      "raum": 351574087.0,
      "count": 152
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "NE",
    "OR",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/SEASIDEWEALTH",
    "https://instagram.com/seasidewealthmanagement",
    "https://linkedin.com/company/seaside-wealth-management",
    "https://linkedin.com/in/bradlineberger",
    "https://seasidewealth.com",
    "https://youtube.com/channel/UCP2Mfus7zw2STz5-WP8u3-w"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/271039",
  "city_as_filed": "CARLSBAD",
  "url": "https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039",
  "display_name": "Seaside Wealth Management, Inc.",
  "summary": "Seaside Wealth Management, Inc. is an SEC-registered investment advisory firm in Carlsbad, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Seaside Wealth Management, Inc. (CRD 271039): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Seaside Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Seaside Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Seaside Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 19, 2026 states: Flat fee: $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Seaside Wealth Management, Inc. located?",
      "a": "Seaside Wealth Management, Inc.'s principal office is in Carlsbad, CA, according to its Form ADV."
    },
    {
      "q": "Is Seaside Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Seaside Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 271039."
    },
    {
      "q": "How much does Seaside Wealth Management, Inc. manage?",
      "a": "Seaside Wealth Management, Inc. reports $459,283,506 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (99% discretionary)."
    },
    {
      "q": "How have Seaside Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Seaside Wealth Management, Inc.: Regulatory assets under management: $192,421,124 in the October 2021 data and $459,283,506 in the October 2026 data, up 139%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Seaside Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (228); high net worth individuals (152)."
    },
    {
      "q": "Which custodians does Seaside Wealth Management, Inc. use?",
      "a": "Seaside Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Seaside Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "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/271039"
    },
    {
      "q": "What changed in Seaside Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 11. Regulatory assets under management went from $362,311,582 to $459,283,506 (+27%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 192421124.0,
      "total_employees": 6,
      "filing_date": "2021-06-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 243109355.0,
      "total_employees": 6,
      "filing_date": "2022-06-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 223846230.0,
      "total_employees": 5,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 284791984.0,
      "total_employees": 7,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 362311582.0,
      "total_employees": 5,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 459283506.0,
      "total_employees": 12,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 11.",
        "Regulatory assets under management went from $362,311,582 to $459,283,506 (+27%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $10,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. The maximum hourly fee to be charged will not exceed $500. Flat fees will not exceed $10,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. The maximum hourly fee to be charged will not exceed $500. Flat fees will not exceed $10,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 228,
      "fewer_than_5": false,
      "raum": 107709419.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 152,
      "fewer_than_5": false,
      "raum": 351574087.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/271039",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}