# Seaside Wealth Management

Seaside Wealth Management is a Bank / Wealth / Trust based in Carlsbad, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Carlsbad, United States
- **Region:** North America
- **Address:** Carlsbad, CA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** http://www.seasidewealth.com/
- **LinkedIn:** https://www.linkedin.com/company/seasidewealth

## Regulatory record

- **CRD number:** 271039
- **SEC file number:** 801-111750
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-19T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/271039

## About

Seaside Wealth Management is an SEC-registered investment adviser in Carlsbad, CA, registered since 2017. The firm manages $459 million in assets. It has 12 employees and 11 investment advisers.

## Related profiles

- [Sealed Air Corporation Combined Pension Plan](https://altss.com/profile/sealed-air-corporation-combined-pension-plan)
- [Seattle Children's Hospital](https://altss.com/profile/seattle-children-s-hospital)

---

Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/seaside-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology