Seaside Wealth Management, Inc.

Portfolio Overview

Seaside Wealth Management, Inc. reported a significant portfolio contraction for the quarter ending September 30, 2025. The total portfolio value decreased sharply by 60.7%, dropping from $314.29 million to $123.40 million. This drastic reduction in assets under management (AUM) suggests substantial capital outflows from the firm, large client redemptions, or a significant strategic pivot towards de-risking. Despite the reduction in capital, the portfolio remains ...