SEASIDE WEALTH MANAGEMENT, INC.

CARLSBAD, California·1 registered advisor·CRD# 271039
SEC# 801-1117500(760) 730-8120
01

Firm Overview

AUM
$285M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SEASIDE WEALTH MANAGEMENT, INC.

1 registered advisor
Bradley James Lineberger
CARLSBAD, California
CFPChFC
05

Office Locations

CARLSBAD, California
1 advisor

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Data sourced from SEC Form ADV filings. SEASIDE WEALTH MANAGEMENT, INC. (CRD# 271039) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.