Updated:
Santa Cruz Wealth Management
SANTA CRUZ WEALTH MANAGEMENT INC. is a state-registered investment adviser in WESTLAKE VILLAGE, CA. The firm manages approximately $3 million in regulatory...
Overview
SANTA CRUZ WEALTH MANAGEMENT INC. is a state-registered investment adviser in WESTLAKE VILLAGE, CA. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Santa Cruz, CA, United States
Frequently asked questions
What is Santa Cruz Wealth Management's known geographic footprint?
The firm's client base and operations are concentrated in Santa Cruz, California, and the surrounding Central Coast region. No additional offices, regional expansions, or out-of-state registrations have surfaced in public records.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: