# Santa Cruz Wealth Management

Santa Cruz Wealth Management is an Asset Manager based in Westlake Village, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Santa Cruz, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325737
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325737

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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