Santa Monica Wealth Management

Santa Monica Wealth Management

Santa Monica Wealth Management is a multi-family office founded to serve families navigating complex financial landscapes. The firm focuses on investment management, tax strategy, and estate planning for high-net-worth individuals and families based primarily in the Santa Monica area. The firm's investment strategy centers on a diversified portfolio approach, allocating capital across traditional asset classes such as equities and fixed income, as well as alternative investments including private equity and real estate. The firm emphasizes direct co-investments and fund commitments, working with external GPs to source deals. Geographic focus is domestic, with a concentration on Southern California opportunities. Team size and AUM are not publicly disclosed. The firm operates from its Santa Monica headquarters, with no documented additional offices. No philanthropic or operating company vehicles are publicly linked to the firm. The firm's structural differentiator is its multi-family office model, which allows it to pool resources across several families for investment opportunities while maintaining individualized service. This model provides access to institutional-grade investments that individual families might not access independently.