# SEASIDE WEALTH MANAGEMENT, INC.

SEASIDE WEALTH MANAGEMENT, INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 271039
- Type: SEC-registered investment adviser
- SEC file number: 801-111750
- Location: 6154 INNOVATION WAY, CARLSBAD, CA, 92009
- Phone: (760) 730-8120
- Latest filing: 2026-02-19
- Regulatory AUM: $459.3M
- Discretionary AUM: $454.7M
- Non-discretionary AUM: $4.6M
- Clients: 12
- Accounts: 1,175

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Derek Justin Finch | CHIEF COMPLIANCE OFFICER | — |
| Bradley James Lineberger | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Jesus Manuel Beltran | CHIEF COMPLIANCE OFFICER | — |
| LINEBERGER BRADLEY JAMES | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/271039/brochure
- Similar advisers: https://search.stillhousedata.com/firm/271039/similar
- Related entities: https://search.stillhousedata.com/firm/271039/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/271039

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.