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Santa Monica Wealth Management
SANTA MONICA WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $25 million in regulatory assets under management. The firm has 1 employee...
Overview
SANTA MONICA WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $25 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
Santa Monica, CA, United States
Frequently asked questions
Does Santa Monica Wealth Management make direct investments or fund commitments?
The firm participates in both fund commitments and direct co-investments, primarily through external GP relationships. Its multi-family structure enables it to access deal flow typical of larger institutional investors.
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