Seaside Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Seaside Wealth Advisors reports 472 clients. They include 354 individual clients, 72 investment companies and 46 high-net-worth individuals. Of its assets, 97.4% ($101M across 639 accounts) are managed with discretion; $2.65M across 72 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 62% |
| High-net-worth individuals | 10% | 36% |
| Investment companies | 15% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 354 | $64M | 61.8% | $181K |
| High-net-worth individuals | 46 | $36.9M | 35.6% | $801K |
| Investment companies | 72 | $2.65M | 2.6% | $36.8K |
| Total | 472 | $103M | 100% | $219K |
- Clients
- 354
- Regulatory AUM
- $64M
- AUM share
- 61.8%
- Avg. per client
- $181K
- Clients
- 46
- Regulatory AUM
- $36.9M
- AUM share
- 35.6%
- Avg. per client
- $801K
- Clients
- 72
- Regulatory AUM
- $2.65M
- AUM share
- 2.6%
- Avg. per client
- $36.8K
Total
- Clients
- 472
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- $219K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Seaside Wealth Advisors charges 0.40%–1.40% a year for its Asset Management Fee Schedule. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fixed fees typically $1,000 to $250,000 depending on the engagement, or hourly; the fee is set in a written agreement before services begin.
Joshua Jenkins owns 75% or more of Seaside Wealth Advisors. The leadership team of Seaside Wealth Advisors includes Chief Compliance Officer Allison Kramer. It has 5 employees, 3 of them in advisory roles.
Leadership
- Allison KramerChief Operations Officer and Chief Compliance Officer
- Joshua JenkinsOwner/ Financial Advisor
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Seaside Wealth Advisors LLC
Joshua Jenkins
Control person · since March 2026
- Owns 5% to 10% of Seaside Wealth Advisors LLC
Allen Tyndall
Control person · since July 2023
Besides its headquarters, Seaside Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in North Carolina.
North Carolina · 1 listed address
- 6209 Oleander DR, Wilmington
Contact and registration details
- Legal name
- Seaside Wealth Advisors LLC
- Headquarters
- Not reported
- Website
- seasidewealthadvisors.com
- Phone
- 717-816-8024
- SEC file
- 801-135217
- Structure
- North Carolina LLC
- Fiscal year end
- December
Seaside Wealth Advisors has custody of client assets.
At year end, Seaside Wealth Advisors’ separately managed accounts were mostly in funds (70%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds70%
- Bonds3%
- Cash3%
- Other2%
- Derivatives2%
How many clients does Seaside Wealth Advisors have?
Seaside Wealth Advisors has 472 clients and manages $103 million for them, as of July 2026. They include 354 individual clients, 72 investment companies and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Seaside Wealth Advisors offer?
Seaside Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Seaside Wealth Advisors charge?
Seaside Wealth Advisors charges 0.40%–1.40% a year for its Asset Management Fee Schedule. The fee is billed in arrears and is negotiable.
How many financial advisors does Seaside Wealth Advisors have?
Seaside Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Seaside Wealth Advisors invest in?
At the end of its last fiscal year, Seaside Wealth Advisors’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 3% state and local bonds, 3% cash and equivalents and 2% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Seaside Wealth Advisors?
Seaside Wealth Advisors’ direct owners are Allen Tyndall (5% to 10%) and Joshua Jenkins (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Seaside Wealth Advisors get paid?
Seaside Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Seaside Wealth Advisors registered with the SEC?
Yes, Seaside Wealth Advisors has been registered with the SEC as an investment adviser since 21 January 2026. Its CRD number is 327645 and its SEC file number is 801-135217.
Source: Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record
How do I contact Seaside Wealth Advisors?
Its phone number is 717-816-8024. Its website is seasidewealthadvisors.com.