Austin Robert Mangold
Investment adviser representative at Seaside Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$459.3MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Seaside Wealth Management, Inc.Oct 2023 to now
- Purshe Kaplan Sterling InvestmentsAug 2023 to now
- 49 Wealth ManagementAug 2023 to Oct 2023
- University of California, BerkeleyJun 2021 to Aug 2023
- Borellis Pizza and Italian FoodSep 2018 to Jun 2021
- Student- Diegueno Middle School and La Costa Canyon High SchoolAug 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seaside Wealth Management, Inc.
$459.3MAssets managed
380Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795009
- Firm CRD
- 271039