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SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES
CRD 332016
655 DEEP VALLEY DR., SUITE 125B, ROLLING HILLS ESTATES, CA, 90274, United States
Phone
818-469-3521
Fax
626-628-3765
Registration
— (—)
Source
State registered
Total AUM
$34.0M
Discretionary AUM
$34.0M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $28.0M |
| High net worth individuals | 4 | $6.0M |
Official SEC filing: View on IAPD