Seaside Wealth Management, Inc.

CRD 271039 · Carlsbad, CA · $459.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 271039
SEC number: 801-111750
Firm type: RIA
Assets under management: $459.3M as of Feb 19, 2026
Website: www.seasidewealth.com ↗
Phone: (760) 730-8120
Address: 6154 Innovation Way, Carlsbad, CA, 92009

Advisors at this firm

8 in our index · page 1 of 1

Matthew Brian CallahanCRD 5903787 · Carlsbad, CA

IA RegisteredRegistration inactive
Todd Alan ClineCRD 2980491 · Carlsbad, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Anthony Carl FrancoCRD 7079717 · Carlsbad, CA

IA RegisteredRegistration inactive
Derek Justin FinchCRD 4895591 · Carlsbad, CA

IA RegisteredRegistration inactive
Jerri HammonsCRD 5419883 · Carlsbad, CA

IA RegisteredRegistration inactive
Kade Scott KretzschmarCRD 8174611 · Carlsbad, CA

IA Registered
Bradley James LinebergerCRD 5280019 · Carlsbad, CA

IA RegisteredBroker
Austin Robert MangoldCRD 7795009 · Carlsbad, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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