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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SEASIDE WEALTH MANAGEMENT, INC.

CRD 271039

CARLSBAD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5b1f934-a4d8-0d38-b9fe-040bc504b796

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 0
Observed: Aug 25, 2017 to Feb 19, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $459MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $455M
Private client RAUM: $459MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $65.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,175
Individual clients: 228
High net worth clients: 152
Custody, client assets: $374M
SEC number: 801-111750
CIK: 1929977
CRD: 271039
Filings on the tape: 24
First filed: Aug 25, 2017
Latest filed: Feb 19, 2026
Organised: Corporation, CA
Website: seasidewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY JAMES LINEBERGER	Certified Financial Planner\|Chartered Financial Consultant	CARLSBAD, CA	11	18	5	yes
MATTHEW Brian CALLAHAN	Certified Financial Planner\|Chartered Financial Consultant	CARLSBAD, CA	6	13	2	no
Jerri Hammons	n/a	CARLSBAD, CA	3	18	3	no
Austin Robert Mangold	n/a	CARLSBAD, CA	2	13	n/a	no
Kade Scott Kretzschmar	n/a	CARLSBAD, CA	0	11	n/a	no
Derek Justin Finch	n/a	CARLSBAD, CA	0	14	2	no
ANTHONY CARL FRANCO	Certified Financial Planner	CARLSBAD, CA	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LINEBERGER, BRADLEY, JAMES	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	08/2015	Aug 25, 2017	Aug 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 19, 2026	$459M	$455M	12	11	n/a	n/a
2024	Feb 12, 2025	$362M	$357M	5	4	n/a	n/a
2023	Mar 22, 2024	$285M	$279M	7	5	n/a	n/a
2022	Mar 30, 2023	$224M	$221M	5	4	n/a	n/a
2021	Mar 25, 2022	$243M	$199M	6	2	n/a	n/a
2020	Feb 3, 2021	$192M	$143M	7	4	n/a	n/a
2019	Mar 11, 2020	$181M	$109M	5	3	n/a	n/a
2018	Feb 22, 2019	$154M	$10.6M	5	5	n/a	n/a
2017	Feb 24, 2018	$144M	$0	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	14.3%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$459M	$362M	26.8%	$224M	27.1%	12	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST ALLIED ADVISORY SERVICES, INC.	2	Apr 6, 2016	Sep 11, 2015	CARLSBAD, CA	Team lift out	Other	0.4%

Relationships

Registered with (13)

← ANTHONY CARL FRANCOAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Derek Justin FinchAdvisorregistration: current employment
Jan 28, 2026 to presentfactForm ADV
← Kade Scott KretzschmarAdvisorregistration: current employment
Nov 7, 2025 to presentfactForm ADV
← Austin Robert MangoldAdvisorregistration: current employment
May 31, 2024 to presentfactForm ADV
← Jerri HammonsAdvisorregistration: current employment
Jan 1, 2023 to presentfactForm ADV
← MATTHEW Brian CALLAHANAdvisorregistration: current employment
Jun 15, 2020 to presentfactForm ADV
← BRADLEY JAMES LINEBERGERAdvisorregistration: current employment
Sep 11, 2015 to presentfactForm ADV
← Jesus Manuel BeltranAdvisorregistration: previous registration
Apr 22, 2025 to Jan 28, 2026factForm ADV
← Tina M. ViereggAdvisorregistration: previous registration
Nov 15, 2019 to Jun 8, 2021factForm ADV
← Eron Nicholas ReyesAdvisorregistration: previous registration
Nov 27, 2018 to Nov 27, 2019factForm ADV
← JERAN SCOTT VAN ALFENAdvisorregistration: previous registration
Nov 28, 2018 to Aug 6, 2019factForm ADV
← TYLER MITCHELL ONDATJEAdvisorregistration: previous registration
Mar 15, 2017 to Aug 30, 2017factForm ADV
← JAMES MATTHEW CONOLEAdvisorregistration: previous registration
Sep 11, 2015 to Aug 2, 2017factForm ADV

Controls (1)

← LINEBERGER, BRADLEY, JAMESOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 25, 2017 to Aug 26, 2024factForm ADV

Moved with (1)

← FIRST ALLIED ADVISORY SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Apr 6, 2016 to Sep 11, 2015factForm ADV

Dated events

Occurred
Jan 28, 2026
Advisor changed firm
Jesus Manuel Beltran left Seaside Wealth Management, Inc. for Lpl Financial Llc (registered 2026-05-27)
Form ADVobserved 5 days ago
Occurred
Aug 25, 2017
First Form ADV filing
Seaside Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5b1f934-a4d8-0d38-b9fe-040bc504b796
First observed: Aug 25, 2017
Last observed: Feb 19, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SEASIDE WEALTH MANAGEMENT, INC.

CRD 271039

CARLSBAD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c5b1f934-a4d8-0d38-b9fe-040bc504b796

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY JAMES LINEBERGER

Certified Financial Planner|Chartered Financial Consultant

CARLSBAD, CA

yes

MATTHEW Brian CALLAHAN

Certified Financial Planner|Chartered Financial Consultant

CARLSBAD, CA

Jerri Hammons

n/a

CARLSBAD, CA

Austin Robert Mangold

n/a

CARLSBAD, CA

n/a

Kade Scott Kretzschmar

n/a

CARLSBAD, CA

n/a

Derek Justin Finch

n/a

CARLSBAD, CA

ANTHONY CARL FRANCO

Certified Financial Planner

CARLSBAD, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LINEBERGER, BRADLEY, JAMES

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

08/2015

Aug 25, 2017

Aug 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$459M

$455M

n/a

2024

Feb 12, 2025

$362M

$357M

n/a

2023

Mar 22, 2024

$285M

$279M

n/a

2022

Mar 30, 2023

$224M

$221M

n/a

2021

Mar 25, 2022

$243M

$199M

n/a

2020

Feb 3, 2021

$192M

$143M

n/a

2019

Mar 11, 2020

$181M

$109M

n/a

2018

Feb 22, 2019

$154M

$10.6M

n/a

2017

Feb 24, 2018

$144M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$459M

$362M

26.8%

$224M

27.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST ALLIED ADVISORY SERVICES, INC.

Apr 6, 2016

Sep 11, 2015

CARLSBAD, CA

Team lift out

Other

0.4%