# SEAWISE FINANCIAL, INC.

SEAWISE FINANCIAL, INC. of CARDIFF BY THE SEA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298012
- Type: SEC-registered investment adviser
- Location: 120 BIRMINGHAM DRIVE, CARDIFF BY THE SEA, CA, 92007
- Phone: (619)738-3079
- Latest filing: 2026-03-02
- Regulatory AUM: $75.3M
- Discretionary AUM: $75.3M
- Clients: 2
- Accounts: 230

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298012/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298012/similar
- Related entities: https://search.stillhousedata.com/firm/298012/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298012

---

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.