# Santa Monica Wealth Management

Santa Monica Wealth Management is a Multi Family Office based in Santa Monica, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Santa Monica, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298174
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298174

## About

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.

## 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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- [Compound Insight](https://altss.com/profile/compound-insight)
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Last updated: 2026-07-06T01:24:25.008Z

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