SEASIDE WEALTH MANAGEMENT, INC.
CRD #271039 SEC #801-111750 CARLSBAD, CA (760) 730-8120
SEC Registered
Total AUM
$362.3M
Discretionary
$356.9M
Employees
5
Clients
1
Accounts
1,170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $362.3M | $356.9M | $5.5M | 5 | 1 |
| Aug 2025 | $362.3M | $356.9M | $5.5M | 5 | 1 |
| Feb 2025 | $362.3M | $356.9M | $5.5M | 5 | 1 |
| Aug 2024 | $284.8M | $279.1M | $5.6M | 7 | 1 |
| Mar 2024 | $284.8M | $279.1M | $5.6M | 7 | 1 |
| Nov 2023 | $223.8M | $220.8M | $3M | 5 | 1 |
| Mar 2023 | $223.8M | $220.8M | $3M | 5 | 1 |
| Jun 2022 | $243.1M | $198.6M | $44.5M | 6 | 0 |
| Mar 2022 | $243.1M | $198.6M | $44.5M | 6 | 0 |
| Jun 2021 | $192.4M | $142.8M | $49.7M | 6 | 1 |
| Feb 2021 | $192.4M | $142.8M | $49.7M | 7 | 1 |
| Jul 2020 | $181.3M | $108.8M | $72.5M | 5 | 2 |
| Jun 2020 | $181.3M | $108.8M | $72.5M | 5 | 2 |
| Mar 2020 | $181.3M | $108.8M | $72.5M | 5 | 2 |
| Aug 2019 | $154.1M | $10.6M | $143.6M | 5 | 0 |
| Feb 2019 | $154.1M | $10.6M | $143.6M | 5 | 0 |
| Oct 2018 | $143.5M | $0 | $143.5M | 4 | 0 |
| Sep 2018 | $143.5M | $0 | $143.5M | 4 | 0 |
| Jun 2018 | $143.5M | $0 | $143.5M | 4 | 0 |
| Mar 2018 | $143.5M | $0 | $143.5M | 4 | 0 |
| Feb 2018 | $143.5M | $0 | $143.5M | 4 | 0 |
| Sep 2017 | $130.1M | $0 | $130.1M | 4 | 350 |
| Aug 2017 | $130.1M | $0 | $130.1M | 4 | 350 |
DateOct 2025
Total AUM$362.3M
Discretionary$356.9M
Non-Disc.$5.5M
Employees5
Clients1
DateAug 2025
Total AUM$362.3M
Discretionary$356.9M
Non-Disc.$5.5M
Employees5
Clients1
DateFeb 2025
Total AUM$362.3M
Discretionary$356.9M
Non-Disc.$5.5M
Employees5
Clients1
DateAug 2024
Total AUM$284.8M
Discretionary$279.1M
Non-Disc.$5.6M
Employees7
Clients1
DateMar 2024
Total AUM$284.8M
Discretionary$279.1M
Non-Disc.$5.6M
Employees7
Clients1
DateNov 2023
Total AUM$223.8M
Discretionary$220.8M
Non-Disc.$3M
Employees5
Clients1
DateMar 2023
Total AUM$223.8M
Discretionary$220.8M
Non-Disc.$3M
Employees5
Clients1
DateJun 2022
Total AUM$243.1M
Discretionary$198.6M
Non-Disc.$44.5M
Employees6
Clients0
DateMar 2022
Total AUM$243.1M
Discretionary$198.6M
Non-Disc.$44.5M
Employees6
Clients0
DateJun 2021
Total AUM$192.4M
Discretionary$142.8M
Non-Disc.$49.7M
Employees6
Clients1
DateFeb 2021
Total AUM$192.4M
Discretionary$142.8M
Non-Disc.$49.7M
Employees7
Clients1
DateJul 2020
Total AUM$181.3M
Discretionary$108.8M
Non-Disc.$72.5M
Employees5
Clients2
DateJun 2020
Total AUM$181.3M
Discretionary$108.8M
Non-Disc.$72.5M
Employees5
Clients2
DateMar 2020
Total AUM$181.3M
Discretionary$108.8M
Non-Disc.$72.5M
Employees5
Clients2
DateAug 2019
Total AUM$154.1M
Discretionary$10.6M
Non-Disc.$143.6M
Employees5
Clients0
DateFeb 2019
Total AUM$154.1M
Discretionary$10.6M
Non-Disc.$143.6M
Employees5
Clients0
DateOct 2018
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees4
Clients0
DateSep 2018
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees4
Clients0
DateJun 2018
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees4
Clients0
DateMar 2018
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees4
Clients0
DateFeb 2018
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees4
Clients0
DateSep 2017
Total AUM$130.1M
Discretionary$0
Non-Disc.$130.1M
Employees4
Clients350
DateAug 2017
Total AUM$130.1M
Discretionary$0
Non-Disc.$130.1M
Employees4
Clients350