SANTA MONICA WEALTH MANAGEMENT, LLC

SANTA MONICA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 298174). Regulatory assets under management: $24.6M.

Registration

• CRD: 298174
• Type: Registered investment adviser
• Phone: 713-714-2327
• Latest filing: 2026-05-15
• Regulatory AUM: $24.6M
• Discretionary AUM: $24.6M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298174 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search