Hedge Fund Database

SEASIDE WEALTH MANAGEMENT, INC.

Adviser information for SEASIDE WEALTH MANAGEMENT, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 930 $279.1M
Non-Discretionary 22 $5.6M
Total 952 $284.8M

Clients

Type Number RAUM
Individuals 183 $64.0M
HNW Individuals 147 $220.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-111750
SEC ERA File Number 801-111750
SEC CIK Numbers 1929977
SEC CRD Numbers 271039
Legal Entity Identifier None

Principal Office

6154 INNOVATION WAY
CARLSBAD
CA
United States
Monday - Friday, 8AM - 5PM
Tel: (760) 730-8120, Fax: None

Websites

www.seasidewealth.com/ www.facebook.com/seasidewealth/ www.linkedin.com/in/bradlineberger/ www.linkedin.com/company/seaside-wealth-management/ www.youtube.com/channel/ucp2mfus7zw2stz5-wp8u3-w

Chief Compliance Officer

BRADLEY J. LINEBERGER
PRESIDENT
6154 INNOVATION WAY
CARLSBAD
CA
United States
Tel: (760) 730-8120
Fax: (760) 681-5667
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LINEBERGER, BRADLEY, JAMES Individual – PRESIDENT AND CHIEF COMPLIANCE OFFICER 08/2015 > 75%

No. Employees, Historic

105020192020202120222023202420255 on 8/9/20195 on 3/11/20205 on 6/30/20205 on 7/24/20207 on 2/3/20216 on 6/8/20216 on 3/25/20226 on 6/27/20225 on 3/30/20235 on 11/6/20237 on 3/22/2024

RAUM, Historic

300M150M02019202020212022202320242025154145031 on 8/9/2019181333015 on 3/11/2020181333015 on 6/30/2020181333015 on 7/24/2020192421124 on 2/3/2021192421124 on 6/8/2021243109355 on 3/25/2022243109355 on 6/27/2022223846230 on 3/30/2023223846230 on 11/6/2023284791984 on 3/22/2024

No. Clients, Historic

40020002019202020212022202320242025370 on 8/9/2019311 on 3/11/2020311 on 6/30/2020311 on 7/24/2020308 on 2/3/2021308 on 6/8/2021315 on 3/25/2022315 on 6/27/2022317 on 3/30/2023317 on 11/6/2023330 on 3/22/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN CENTY ETF TR AVANTIS EMGMKT 1M 21K –
AMERICAN CENTY ETF TR INTL SMCP VLU 254K 4K –
AMERICAN CENTY ETF TR REAL ESTATE ETF 8M 186K –
AMERICAN CENTY ETF TR US SML CP VALU 761K 8K –
APPLE INC COM 1M 5K –
AUTOMATIC DATA PROCESSING IN COM 438K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 208K 512 –
BROADRIDGE FINL SOLUTIONS IN COM 226K 1K –
COLGATE PALMOLIVE CO COM 341K 4K –
COSTCO WHSL CORP NEW COM 372K 438 –
CVB FINL CORP COM 1M 81K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 21M 774K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 520K 21K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 306K 9K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 9M 316K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 245K 5K –
DIMENSIONAL ETF TRUST SHORT DURATION F 263K 6K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2M 66K –
DIMENSIONAL ETF TRUST US EQUITY ETF 682K 12K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 889K 23K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 20M 691K –
ELI LILLY & CO COM 588K 650 –
EXXON MOBIL CORP COM 580K 5K –
HONEYWELL INTL INC COM 211K 987 –
ISHARES TR CORE S&P500 ETF 786K 1K –
ISHARES TR CRE U S REIT ETF 240K 4K –
ISHARES TR FLTG RATE NT ETF 252K 5K –
ISHARES TR GLOBAL REIT ETF 428K 18K –
ISHARES TR ISHS 5-10YR INVT 279K 5K –
ISHARES TR NATIONAL MUN ETF 7M 64K –
ISHARES TR SHRT NAT MUN ETF 1M 11K –
ISHARES U S ETF TR BLOOMBERG ROLL 253K 5K –
MCKESSON CORP COM 220K 377 –
MICROSOFT CORP COM 439K 981 –
PARSONS CORP DEL COM 386K 5K –
PIMCO ETF TR INTER MUN BD ACT 254K 5K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 59K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 346K 10K –
SCHWAB STRATEGIC TR US BRD MKT ETF 3M 53K –
SCHWAB STRATEGIC TR US LRG CAP ETF 339K 5K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 945K 27K –
SPDR INDEX SHS FDS S&P INTL SMLCP 390K 12K –
SPDR S&P 500 ETF TR TR UNIT 835K 2K –
SPDR SER TR PORTFLI INTRMDIT 245K 9K –
SPDR SER TR PORTFOLI S&P1500 2M 23K –
SPDR SER TR PORTFOLIO S&P600 844K 20K –
SPDR SER TR PRTFLO S&P500 VL 2M 45K –
SPDR SER TR S&P 600 SMCP VAL 482K 6K –
VANGUARD INDEX FDS S&P 500 ETF SHS 261K 521 –
VANGUARD INDEX FDS TOTAL STK MKT 83M 311K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 24K –
VANGUARD MUN BD FDS TAX EXEMPT BD 452K 9K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 9M 151K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 10M 120K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 7M 85K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 673K 4K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 35M 716K –
WALMART INC COM 390K 6K –