Wealth manager, independent
Seaside Wealth Advisors LLC
SEC-registered investment adviser · CRD 327645 · SEC 801-135217
At a glance
Seaside Wealth Advisors LLC is an SEC-registered investment adviser based in United States, with $103 million in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is individuals, and it reports 400 individual clients. By Form ADV it is a wealth manager, ranked 8,201st of 8,915 wealth managers and 15,325th of 17,210 SEC-registered advisers by assets.
seasidewealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $103M
- Rank among wealth managers
- #8,201 of 8,915
- Rank among all SEC RIAs
- #15,325 of 17,210
- Individual clients
- 400
- High-net-worth clients
- 46
- Accounts
- 711
- Discretionary
- 97% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Allen R. TyndallCEO
- Allison M. KramerChief Operations Officer and Chief Compliance Officer
- Joshua L. JenkinsOwner/ Financial Advisor
Custody and brokerage
Custodian
Seaside Wealth Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 354 | $64M | 62% |
| High-net-worth individuals | 46 | $37M | 36% |
| Investment companies | 72 | $3M | 3% |
Disciplinary disclosures
Seaside Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗seasidewealthadvisors.com ↗
AtlasMembers
The full record on Seaside Wealth Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 4,366 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Seaside Wealth Advisors LLC manage?
Seaside Wealth Advisors LLC reports $103 million in regulatory assets under management across 711 accounts, 97% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is Seaside Wealth Advisors LLC?
Seaside Wealth Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Seaside Wealth Advisors LLC’s clients?
By assets, its largest client types are individuals ($64 million, 354 clients); high-net-worth individuals ($37 million, 46 clients); investment companies ($3 million, 72 clients).
Does Seaside Wealth Advisors LLC have any disciplinary history?
Seaside Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Seaside Wealth Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →