Southern California Wealth Management Associates

SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES is a state-registered investment adviser in ROLLING HILLS ESTATES, CA. The firm manages approximately $34...

Southern California Wealth Management Associates

SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES is a state-registered investment adviser in ROLLING HILLS ESTATES, CA. The firm manages approximately $34 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

What is Southern California Wealth Management Associates?

Southern California Wealth Management Associates is a multi family office based in United States.

Where is Southern California Wealth Management Associates headquartered?

Southern California Wealth Management Associates is headquartered in United States, in the North America region.

What does Altss track for Southern California Wealth Management Associates?

Altss maintains an OSINT-verified profile of Southern California Wealth Management Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Southern California Wealth Management Associates?

Southern California Wealth Management Associates is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Southern California Wealth Management Associates?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Southern California Wealth Management Associates's Altss profile last updated?

Southern California Wealth Management Associates's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.