Seaside Wealth Management, Inc.

RIASEC RegisteredEst. 2017

Total AUM

$459M

Discretionary

$455M

99% of AUM

Avg account

$391K

Accounts

1,175

Employees

12

Advisory reps

8

Firm details

Headquarters: Carlsbad, California
CRD number: 271039
Registered since: September 27, 2017
Website: www.seasidewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.55%
Individuals23.45%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Seaside Wealth Management, Inc. is an independent, individual-owned Registered Investment Adviser that has been SEC-registered since 2017. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and manager selection. It operates as a capital allocator, charging fees by percentage of AUM as well as hourly and fixed fees. Seaside does not flag itself as an active ESG investor and appears to focus on traditional equity-oriented portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Contacts

3 of 8

Kade Kretzschmar
Associate AdvisorCRD 8174611
Derek Finch
Director of OperationsCRD 4895591
Matthew Callahan
Wealth ManagerCRD 5903787

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 59

Active vs passive

$402M in ETFs

Passive

71%

$285M

Active

29%

$117M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$133M	360,681	33.17%

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Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, in the West of the United States.

Region: West
County: San Diego
Address: 6154 Innovation Way
Time zone: PT (UTC-8)
Office locations

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