SEASIDE WEALTH ADVISORS LLC

Overview

Seaside Wealth Advisors LLC is an independent registered investment adviser that manages money for individuals, families and some institutional clients. The firm acts as a capital allocator—combining model-driven portfolio management with selection of third‑party managers and direct alternative allocations. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity is weighted toward public mutual funds as the core sleeve, with the firm supplementing those holdings through targeted alternative exposures. Seaside is not positioned as an ESG-focused manager and does not operate as a multi-state adviser for regulatory purposes. The firm also serves as a sponsor of limited partnerships, which supports its private fund and direct investment activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices