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Kade Scott Kretzschmar

Seaside Wealth Management, Inc.

Carlsbad, CA

CRD 8174611

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Employer firm

Seaside Wealth Management, Inc. CRD 271039

$459M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Seaside Wealth Management, Inc.

6154 Innovation Way, Carlsbad, CA 92009 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2025-11-07

Branch Locations

6154 Innovation Way, Carlsbad, CA 92009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Carlsbad CA 08/2015 05/2023
St. Louis Cardinals St. Louis MO 07/2023 03/2025
Seaside Wealth Management Carlsbad CA 06/2025 Present
  • 08/2015 → 05/2023
    Student
    Carlsbad, CA
  • 07/2023 → 03/2025
    St. Louis Cardinals
    St. Louis, MO
  • 06/2025 → Present
    Seaside Wealth Management
    Carlsbad, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2025-11-07

View on SEC IAPD

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Nearby Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian

Nearby Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA

More in Carlsbad, CA

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