S
CRD: 327645
Seaside Wealth Advisors LLC
$103.5M Total AUM
$100.8M Disc. AUM
-- 3Y CAGR
5 Employees
472 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2023
- Office Locations
- 3
Office Locations
100 Sterling Parkway, G20 Mechanicsburg PA
6209 Oleander DR Suite 102 Wilmington NC
-- Wilmington NC
About Seaside Wealth Advisors LLC
Seaside Wealth Advisors is a fee-only RIA providing tailored financial planning, portfolio management, and insurance planning. The firm offers flat-fee financial plans (including second-opinion plans or plans for investment-only advisors to implement) with regular updates, alongside goal-aligned investment selection. Based in Wilmington, NC, they custody with Interactive Brokers.
Team overview
35 AVG AGE
$34.5M AVG AUM / ADVISOR
$219.2K AVG AUM / CLIENT
2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSHUA LEON JENKINS
Financial Advisor, Owner
- CRD
- #6061301
- Ownership
- 75% or more
Available
Available
Available
ALLEN ROSS TYNDALL
Chief Executive Officer
- CRD
- #5982534
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
M
Michael L Cox
--
- CRD
- #7134580
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,813,775 | $157,768 |
| Non-Discretionary | $2,646,922 | $36,763 |
| Total | $103,460,697 | $145,514 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing