Seaside Wealth Advisors LLC

Overview

Seaside Wealth Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC-registered (2026) and identifies as a capital allocator serving both individuals/families and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fees are charged using a mix of assets-under-management percentages, hourly billing, and fixed fees. Seaside does not position itself as an active ESG investor and is not set up as a multi-state adviser. The firm also acts in sponsor roles for limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Investments & Alternatives

Location & Offices