SEAWISE FINANCIAL, INC.

SEAWISE FINANCIAL, INC. of CARDIFF BY THE SEA, CA is an SEC-registered investment adviser (CRD 298012). Regulatory assets under management: $75.3M.

Registration

• CRD: 298012
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search