Assets Under Management
$362.3M
Number of Clients
346
Number of Advisors
6
Average Client AUM
$1.0M
AUM per Advisor
$60.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Seaside Wealth Management provides asset management and financial planning & consulting services to individuals and other clients. Asset management includes financial planning or consulting services. Financial planning & consulting services include investment, retirement, estate, charitable, education, and tax planning.
6154 Innovation Way, Carlsbad, CA, 92009