SEASIDE WEALTH MANAGEMENT INC
Q2 2025 Form 13-F
CARLSBAD, CALIFORNIA
$314.3M Reported Value Total
SEASIDE WEALTH MANAGEMENT, INC. reports 1,170 total accounts under management (AUM). There are 1,150 discretionary accounts valued at $356,851,776, and 20 non-discretionary accounts valued at $5,459,806.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.