Seaside Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Seaside Wealth Management reports 380 clients. They include 228 individual clients and 152 high-net-worth individuals. Of its assets, 99.0% ($455M across 1,160 accounts) are managed with discretion; $4.63M across 15 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 23% |
| High-net-worth individuals | 40% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 228 | $108M | 23.5% | $472K |
| High-net-worth individuals | 152 | $352M | 76.5% | $2.31M |
| Total | 380 | $459M | 100% | $1.21M |
- Clients
- 228
- Regulatory AUM
- $108M
- AUM share
- 23.5%
- Avg. per client
- $472K
- Clients
- 152
- Regulatory AUM
- $352M
- AUM share
- 76.5%
- Avg. per client
- $2.31M
Total
- Clients
- 380
- Regulatory AUM
- $459M
- AUM share
- 100%
- Avg. per client
- $1.21M
- 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
- 0
Seaside Wealth Management charges up to 1.25% a year for its Asset Management. The fee is billed in advance and is not negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Hourly financial planning and consulting is billed at up to $500 per hour, or as a flat fee up to $10,000, with a 50% retainer at signing.
- Retirement Plan Consulting
- Retirement plan consulting is charged a maximum annual fee of 1.00% of plan assets, with the fee arrangement set case by case in the signed consulting agreement.
Bradley Lineberger owns 75% or more of Seaside Wealth Management. The leadership team of Seaside Wealth Management includes President Bradley Lineberger and Chief Compliance Officer Derek Finch. It has 12 employees, 11 of them in advisory roles.
Leadership
Bradley LinebergerPresident- Derek FinchChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Matthew Brian Callahan
- Anthony Carl Franco
Staff
- 12 employees
- 11 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Seaside Wealth Management, Inc.
Bradley Lineberger
Control person · since August 2015
Seaside Wealth Management’s regulatory assets grew 2.4× from $192M (June 2021) to $459M (February 2026); clients rose from 308 to 380 and employees from 6 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $459M | 380 | 12 | 1 |
| February 2025 | $362M | 346 | 5 | 1 |
| March 2024 | $285M | 330 | 7 | 1 |
| March 2023 | $224M | 317 | 5 | 1 |
| June 2022 | $243M | 315 | 6 | 1 |
| June 2021 | $192M | 308 | 6 | 1 |
Besides its headquarters, Seaside Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 6154 Innovation Way, CarlsbadHQ
Contact and registration details
- Legal name
- Seaside Wealth Management, Inc.
- Headquarters
- 6154 Innovation Way, Carlsbad, CA 92009
- Website
- seasidewealth.com
- Phone
- 760-730-8120
- @seaside-wealth-management
- SEC file
- 801-111750
- Founded
- 2011
- Structure
- California corporation
- Fiscal year end
- December
Seaside Wealth Management uses Charles Schwab ($459M) as custodian for its separately managed accounts. Seaside Wealth Management has custody of $374M in client assets for 724 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $459M100%
At year end, Seaside Wealth Management’s separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $405M across 71 positions; the largest are Vanguard Index Fds (33.0%), Vanguard Tax-managed Fds (16.0%) and Dimensional ETF Trust (9.6%).
What the accounts hold
- Stocks95%
- Cash5%
Reported 13F holdings
- $405M
- Reported 13F value
- 71
- Positions
- 86.7%
- In the 10 largest
- +13.8%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt33.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt16.0%
- Dimensional ETF Trust · Emerging Mkts CO9.6%
- Dimensional ETF Trust · US Small Cap ETF8.8%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD3.8%
- Dimensional ETF Trust · Intl Small Cap V3.7%
- Vanguard Scottsdale Fds · Inter Term Treas3.5%
- American Centy ETF TR · Real Estate ETF3.4%
- Vanguard Scottsdale Fds · Int-term Corp.3.1%
- Schwab Strategic TR · US Brd Mkt ETF1.7%
Together, the ten largest are 86.7% of reported value.
How many clients does Seaside Wealth Management have?
Seaside Wealth Management has 380 clients and manages $459 million for them, as of February 2026. They include 228 individual clients and 152 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Seaside Wealth Management offer?
Seaside Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Seaside Wealth Management charge?
Seaside Wealth Management charges up to 1.25% a year for its Asset Management. The fee is billed in advance and is not negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 19 February 2026
Which custodians does Seaside Wealth Management use?
Seaside Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $459M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Seaside Wealth Management have?
Seaside Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 11 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 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 Management invest in?
At the end of its last fiscal year, Seaside Wealth Management’s separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents.
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 Management?
Seaside Wealth Management’s direct owner is Bradley Lineberger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Seaside Wealth Management get paid?
Seaside Wealth Management 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
How do I contact Seaside Wealth Management?
Seaside Wealth Management’s main office is at 6154 Innovation Way, Carlsbad, CA 92009. Its phone number is 760-730-8120. Its website is seasidewealth.com.