SEASIDE WEALTH MANAGEMENT, INC.
Latest filing: Feb 12, 2025 (178 days ago)
AUM
$362,311,582
27% change vs. 1 year ago
49% change vs. 3 years ago
100% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
-29% change vs. 1 year ago
-17% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CARLSBAD, CA
6154 INNOVATION WAY, CARLSBAD, CA, UNITED STATES, 92009
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 180 | $0.1 |
| Average Individual AUM | $388,889 | |
| HNW | 166 | $0.3 |
| Average HNW AUM | $1,760,913 | |
| Retail Total | 346 | $0.4 |
| Average Retail AUM | $1,047,143 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 85% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 13% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 101% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JERRI HAMMONS | CARLSBAD | CA | S66|2007-12-01|S65|2022-10-28 | ||||||
| MATTHEW CALLAHAN | CARLSBAD | CA | S63|2012-09-25|S65|2014-06-09 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| BRADLEY LINEBERGER | CARLSBAD | CA | S66|2007-12-08 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| RONAN FIGUEROA | CARLSBAD | CA | S63|2023-07-29|S65|2024-04-25 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.4 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.1 | 27% | 7 | -2 | -29% |
| 2023-04-04 | $0.2 | $0.1 | 62% | 5 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.1 | 49% | 6 | -1 | -17% |
| 2021-04-05 | $0.2 | $0.2 | 88% | 7 | -2 | -29% |
| 2020-04-01 | $0.2 | $0.2 | 100% | 5 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.2 | 135% | 5 | 0 | 0% |
| 2018-04-02 | $0.1 | $0.2 | 152% | 4 | 1 | 25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-03/30/2023, CA-09/27/2017, NE-03/22/2024, OR-02/12/2025, TN-06/27/2022, TX-09/27/2017, WA-02/12/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV