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Seaside Wealth Management, Inc.

EST. AUM
$459,283,506

CONTACTS

CLIENT ACCOUNTS
1,175

Firm Details

Metro area San Diego
CRD Number 271039
Website seasidewealth.com
Client types

Overview

Seaside Wealth Management, Inc. is a Registered Investment Advisor based in Carlsbad, California, founded by Brad Lineberger and specializing in retirement income planning for individuals and families. The firm has guided over 300 households and manages more than $460 million in assets, with over 15 years in business. Seaside Wealth Management's mission is to help clients turn lifetime savings into sustainable, dependable income designed to last through a 30-plus year retirement.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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