$459.3M Total AUM
$454.7M Disc. AUM
19.4% 3Y CAGR
12 Employees
380 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-11-2015
- Office Locations
- 1
Office Locations
6154 Innovation WAY Carlsbad CA
About Seaside Wealth Management, Inc.
Seaside Wealth Management is a fiduciary financial planning and wealth management firm serving North County San Diego (Carlsbad). The team builds evidence-based retirement and tax-aware plans for clients transitioning to retirement, women in pivotal life moments, and mid-career families. Portfolios are primarily implemented with ETFs, with custody at Charles Schwab.
Team overview
42 AVG AGE
$41.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.2 yrs AVG TENURE
12 Employees
11 Advisory Reps
8 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Owner & Executives
BRADLEY JAMES LINEBERGER
President
- CRD
- #5280019
- Ownership
- 75% or more
Available
Available
Available
D
Derek Justin Finch
Chief Compliance Officer
- CRD
- #4895591
- Ownership
- Less than 5%
Available
Available
Available
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M
MATTHEW Brian CALLAHAN
Wealth Manager
- CRD
- #5903787
Available
Available
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Todd Alan Cline
--
- CRD
- #2980491
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $454,656,919 | $391,946 |
| Non-Discretionary | $4,626,587 | $308,439 |
| Total | $459,283,506 | $390,880 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
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| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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