# Southern California Wealth Management Associates

Southern California Wealth Management Associates is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 332016
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332016

## About

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.

## Related profiles

- [South Shore Asset Management](https://altss.com/profile/south-shore-asset-management-llc)
- [Southold Asset Management](https://altss.com/profile/southold-asset-management-inc)

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Last updated: 2026-07-06T01:24:25.765Z

Canonical page: https://altss.com/profile/southern-california-wealth-management-associates

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