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SANTA CRUZ WEALTH MANAGEMENT INC.
CRD 325737
2555 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-501-0864
Fax
855-659-7992
Registration
— (—)
Source
State registered
Total AUM
$3.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD