SEASIDE WEALTH MANAGEMENT, INC.
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
FINTRXOverview
Seaside Wealth Management, Inc. is an independent, owner-operated registered investment adviser that began SEC registration in 2017. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Seaside operates as a capital allocator—deploying client assets into external managers when appropriate—and charges clients through a mix of percentage-of-AUM fees, hourly charges and fixed-fee arrangements. The firm does not describe itself as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 8Kade Kretzschmar
Associate AdvisorCRD 8174611
Derek Finch
Director of OperationsCRD 4895591
MATTHEW CALLAHAN
Wealth ManagerCRD 5903787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$354M in ETFs
71%
$251M
29%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $114M | 355,403 | 32.16% |
Location
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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