SEASIDE WEALTH MANAGEMENT, INC.
SEC RegisteredAvoid Wealth Erosion With A Proven System
About the firm
Seaside Wealth Management is an independent wealth management firm. Their role is to simplify financial complexity and help clients understand the decisions shaping their future. They turn the wealth clients have built into a retirement that lasts, with a framework covering fluctuating tax rules and increasing inflation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax planning, retirement income solutions, Social Security timing guidance, specialty planning for complex situations, and estate planning coordination, all delivered under one comprehensive retirement planning framework designed to support a 30+ year retirement.
Who they serve
Individuals approaching retirement who want to shift from saving to spending, retirees seeking structure around income, taxes, and long-term decisions, and people navigating increasing financial complexity in their 50s and 60s.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 228 | $108M |
| High Net Worth Individuals | 152 | $352M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEASIDE WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.