Seaside Wealth Management

Financial Services • Carlsbad, California, United States • 1-10 Employees

Company overview

Headquarters	6154 Innovation Way, Carlsbad, CA 92009, US
Phone number	+17607308120
Website	seasidewealth.com
NAICS	52
SIC	736
Keywords	Investments, Risk Management, Wealth Management, Retirement Planning, Finanial Planning
Founded	2011
Employees	1-10
Socials

Key Contact at Seaside Wealth Management

Brad Lineberger

Owner

Seaside Wealth Management Email Formats

Seaside Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@seasidewealth.com), used 70% of the time.

Format	Example	Percentage
{first initial}	j@seasidewealth.com	70%
{first name}	john@seasidewealth.com	30%

About Seaside Wealth Management

Seaside Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Seaside Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This profile is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Seaside Wealth Management, Inc. unless a client service agreement is in place.

Seaside Wealth Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Seaside Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Seaside Wealth Management has never raised funding before.

Seaside Wealth Management Tech Stack

Discover the technologies and tools that power Seaside Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

HTTP/3

Miscellaneous

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Express

Web frameworks

Frequently asked questions

Seaside Wealth Management is located in Carlsbad, California, US.

You can reach Seaside Wealth Management at +17607308120.

Seaside Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Seaside Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Seaside Wealth Management

Brad Lineberger

Owner

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