Updated:
Santa Monica Wealth Management
SANTA MONICA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $25 million in regulatory assets under management. The firm has 1 employee and...
Santa Monica Wealth Management
SANTA MONICA WEALTH MANAGEMENT, LLC is an SEC-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
Who runs investment decisions at Santa Monica Wealth Management?
The firm's leadership is not publicly disclosed. As a private multi-family office, principal names and roles are typically held confidentially.
How does Santa Monica Wealth Management source deal flow?
The firm relies on its network of external general partners and co-investment relationships. As a multi-family office, it pools capital across client families to access institutional-quality deals.
Is Santa Monica Wealth Management a single-family office or multi-family office?
The firm operates as a multi-family office, serving multiple families rather than a single family entity. This structure allows shared investment resources and diversified service offerings.
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.
What investment stages does Santa Monica Wealth Management target?
The firm does not publicly disclose target stages. Its investment approach likely spans growth equity and buyout through private equity funds, as well as real estate and fixed-income allocations based on client needs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: