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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Beltran, Jesus, Manuel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Beltran, Jesus, Manuel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT | E | Control |
| LINEBERGER, BRADLEY, JAMES | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 27, 2025 REGISTERED
Notice Filings (8)
AZ CA NE OR TN TX UT WA
Address
6154 INNOVATION WAYCARLSBAD, CA 92009
United States
Phone: (760) 730-8120