Seaside Wealth Management, Inc.

Seaside Wealth Management, Inc. (CRD# 271039) is a financial advisory firm headquartered in Carlsbad, CA. They manage $284,791,984 in 952 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6154 Innovation Way, Carlsbad, CA 92009
https://www.facebook.com/seasidewealth/
By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    952
    ACCOUNTS
  • Average Account Value
    $299,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NE, TN, TX

Financial Advisors at Seaside Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Callahan, financial advisor Carlsbad CA
Matthew B. Callahan
CRD#: 5903787
6154 Innovation Way, Carlsbad, CA 92009

Matthew Callahan (CRD# 5903787) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 11 years of experience in the finance industry.

2
Bradley Lineberger, financial advisor Carlsbad CA
Bradley J. Lineberger
CRD#: 5280019
6154 Innovation Way, Carlsbad, CA 92009

Bradley Lineberger (CRD# 5280019) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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